Bring the whole picture,
wherever it lives.
Brokerages, retirement plans, crypto exchanges, banks and credit unions, linked read-only, and anything that will not link can still be tracked by hand. Here is exactly what connects, before you are ever asked to pay for it.
Coverage at a glance
A balance is not a position.
Banking connections tell you an account is worth a number. Brokerage connections tell you what is actually inside it, which is the difference between watching your net worth and understanding it.
Every position
Share counts, ticker by ticker, not one blended number labelled “investments”.
Real cost basis
What you paid, so gain and loss are computed rather than guessed at from today's price.
Options, properly
Contracts read per-contract, the way the brokerage reports them, so a position is never off by a factor of a hundred.
Read-only, always
The link can see the account. It cannot trade it, move money, or change a thing.
Find your institution.
Search before you sign up. Coverage last checked against both providers on September 1, 2026.
Connect today17
Live at our provider. Holdings, cost basis and options positions, not just a balance.
- Charles SchwabBrokerage
- FidelityBrokerage
- VanguardBrokerage
- RobinhoodBrokerage
- E*TradeBrokerage
- Interactive BrokersBrokerage
- WebullBrokerage
- tastytradeBrokerage
- PublicBrokerage
- MoomooBrokerage
- eToroBrokerage
- ChaseBank brokerage
- Wells FargoBank brokerage
- EmpowerRetirement
- TD Direct InvestingBrokerage
- CoinbaseCrypto
- KrakenCrypto
Rolling out6
Real integrations our provider still labels Alpha or Beta. They may connect today; we will not promise they will.
- CitibankBeta
- US BankBeta
- Edward JonesAlpha
- PNC BankAlpha
- Teachers Insurance & AnnuityAlpha
- TransamericaAlpha
U.S.-available institutions only. The app is U.S.-only, so brokerages serving other markets are not shown. SnapTrade's published institution list.
And when something will not connect.
A pension, a private business, a house, a vault of physical gold, the credit union that has never had an API. None of it has to sit outside the picture. Manual accounts carry their own history, roll into the same net worth, and appear on the same charts as connected ones. The number at the top is meant to be your whole number, not just the linkable part of it.
A further 6 U.S. institutions are live at our brokerage provider but still labelled Alpha or Beta by them. They are listed above under “Rolling out” rather than counted in the headline. We would rather under-promise a connection than have one fail on your first day.
All institution names and logos are trademarks of their respective owners, shown to identify accounts you can connect. Net Worth Nexus is not affiliated with, endorsed by, or sponsored by any institution shown, and connecting an account never grants us the ability to trade or move your money.