Authorized investment data in one operating view.
Connect supported investment accounts through Plaid to review holdings, transactions and allocation context in FollowIncome.
Connection requirements: Plaid Investments access and a supported user-authorized investment account in the United States or Canada.
Related searches: Plaid investments integration, investment account aggregation, portfolio holdings API integration
Consolidate holdings
Review user-authorized positions from supported investment accounts with source and update time visible.
Track investment activity
Import supported purchases, sales, dividends and fees without enabling order execution.
Review allocation
Compare portfolio allocation over time using clearly dated source data.
Frequently asked questions
How does the FollowIncome Plaid Investments plugin work?
Connect supported investment accounts through Plaid to review holdings, transactions and allocation context in FollowIncome.
What does the Plaid Investments connection require?
Plaid Investments access and a supported user-authorized investment account in the United States or Canada.
How do I add the Plaid Investments plugin?
Choose Continue with Plaid Investments, then create an account or sign in to review setup and permissions.
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