> ## Documentation Index
> Fetch the complete documentation index at: https://tendrill.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Supported Brokerages

> Tendrill connects to 10,000+ financial institutions through Plaid

## Connect almost any brokerage

Tendrill uses Plaid to securely connect to your investment accounts. Plaid supports over **10,000 financial institutions** across the United States, including all major brokerages, banks with investment services, and retirement account providers.

<Info>
  If your institution offers online account access, there's a good chance it works with Tendrill. Search for your brokerage during the connection process to confirm.
</Info>

## Popular brokerages

These are some of the most commonly connected institutions:

### Full-service brokerages

| Brokerage          | Connection Status | Notes                                          |
| ------------------ | ----------------- | ---------------------------------------------- |
| **Fidelity**       | ✅ Fully supported | Individual, retirement, and brokerage accounts |
| **Charles Schwab** | ✅ Fully supported | Includes former TD Ameritrade accounts         |
| **Vanguard**       | ✅ Fully supported | Brokerage and retirement accounts              |
| **E\*TRADE**       | ✅ Fully supported | Now part of Morgan Stanley                     |
| **Merrill Lynch**  | ✅ Fully supported | Bank of America investment accounts            |

### Discount & online brokerages

| Brokerage       | Connection Status | Notes                               |
| --------------- | ----------------- | ----------------------------------- |
| **Robinhood**   | ✅ Fully supported | Stocks, ETFs, and options positions |
| **Webull**      | ✅ Fully supported | Including margin accounts           |
| **M1 Finance**  | ✅ Fully supported | Pie-based portfolio tracking        |
| **SoFi Invest** | ✅ Fully supported | Active and automated accounts       |
| **Public**      | ✅ Fully supported | Stocks and alternative investments  |
| **Firstrade**   | ✅ Fully supported | Full account access                 |

### Banks with investment services

| Institution               | Connection Status | Notes                              |
| ------------------------- | ----------------- | ---------------------------------- |
| **Chase (J.P. Morgan)**   | ✅ Fully supported | Self-directed and managed accounts |
| **Wells Fargo Advisors**  | ✅ Fully supported | WellsTrade and advisory accounts   |
| **Citi Personal Wealth**  | ✅ Fully supported | Investment accounts                |
| **Capital One Investing** | ✅ Fully supported | ShareBuilder accounts              |
| **Ally Invest**           | ✅ Fully supported | Self-directed accounts             |

### Retirement-focused providers

| Provider        | Connection Status | Notes                             |
| --------------- | ----------------- | --------------------------------- |
| **TIAA**        | ✅ Fully supported | Education and retirement accounts |
| **Principal**   | ✅ Fully supported | 401(k) and retirement accounts    |
| **Empower**     | ✅ Fully supported | Formerly Personal Capital         |
| **Betterment**  | ✅ Fully supported | Robo-advisor accounts             |
| **Wealthfront** | ✅ Fully supported | Automated investment accounts     |

## International & specialized brokerages

| Brokerage               | Connection Status  | Notes                       |
| ----------------------- | ------------------ | --------------------------- |
| **Interactive Brokers** | ✅ Fully supported  | Domestic accounts           |
| **Tastytrade**          | ✅ Fully supported  | Options-focused accounts    |
| **TradeStation**        | ✅ Fully supported  | Active trader accounts      |
| **Lightspeed**          | ⚠️ Limited support | Contact support for details |

## Account types supported

Tendrill can connect to most investment account types:

<CardGroup cols={2}>
  <Card title="Individual brokerage" icon="user">
    Standard taxable investment accounts
  </Card>

  <Card title="Joint accounts" icon="users">
    Accounts held with a spouse or partner
  </Card>

  <Card title="Traditional IRA" icon="landmark">
    Pre-tax retirement accounts
  </Card>

  <Card title="Roth IRA" icon="piggy-bank">
    Post-tax retirement accounts
  </Card>

  <Card title="401(k) / 403(b)" icon="building">
    Employer-sponsored retirement plans
  </Card>

  <Card title="SEP / SIMPLE IRA" icon="briefcase">
    Self-employed retirement accounts
  </Card>

  <Card title="Trust accounts" icon="scroll">
    Investment accounts held in trust
  </Card>

  <Card title="Custodial (UGMA/UTMA)" icon="baby">
    Accounts for minors
  </Card>
</CardGroup>

## Not supported

Some account types have limitations:

<Warning>
  **Currently not supported:**

  * Cryptocurrency-only exchanges (Coinbase, Kraken, etc.) - stock holdings are supported
  * Foreign brokerage accounts
  * Some employer stock plans (ESPPs, RSUs may show as "other holdings")
  * Annuity contracts
  * Life insurance investment accounts
</Warning>

## How to check your institution

The easiest way to confirm your brokerage is supported:

<Steps>
  <Step title="Start the connection process">
    Begin linking an account on [tendrill.ai](https://tendrill.ai)
  </Step>

  <Step title="Search for your institution">
    Type your brokerage name in the search box
  </Step>

  <Step title="Select from results">
    If your institution appears, it's supported. Click to connect.
  </Step>
</Steps>

<Tip>
  **Example search:** Type "fidel" and you'll see results like:

  * Fidelity Investments
  * Fidelity NetBenefits (401k)
  * Fidelity Charitable

  Can't find your institution? [Contact Support](/reference/support).
</Tip>

## Connecting multiple accounts

You can link accounts from multiple brokerages to get a complete view of your portfolio:

<Info>
  **Aggregate everything.** Connect your Fidelity IRA, Robinhood trading account, and 401(k) - Tendrill will show you the big picture across all accounts.
</Info>

Benefits of connecting multiple accounts:

* See total portfolio value and performance
* Understand overall allocation and diversification
* Get alerts for any holding, regardless of which account it's in
* Compare performance across accounts

## Troubleshooting connections

<AccordionGroup>
  <Accordion title="My brokerage doesn't appear in search">
    * Try alternate names (e.g., "Schwab" vs "Charles Schwab")
    * Check if your institution was recently acquired or renamed
    * Some smaller credit unions may not be supported
    * [Contact support](/reference/support) if you believe your institution should be available
  </Accordion>

  <Accordion title="Connection failed after entering credentials">
    * Verify your username and password are correct
    * Check if your brokerage requires a security key or authenticator app
    * Some institutions have temporary outages - try again later
    * See our [connection troubleshooting guide](/connecting-accounts/troubleshooting)
  </Accordion>

  <Accordion title="Some accounts didn't sync">
    * Certain account types (like 529 plans) may not sync holdings
    * Restricted accounts may show limited data
    * Try disconnecting and reconnecting the institution
  </Accordion>
</AccordionGroup>

## Request a new institution

Don't see your brokerage? Let us know:

<Card title="Request institution support" icon="plus" href="mailto:david@tendrill.ai?subject=Institution Request">
  Email us with the name of your brokerage and we'll look into adding support.
</Card>