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  1. 01Import
  2. 02Review

Where do you invest?

Pick the app or bank that holds your investments. We’ll show you how to bring them here, step by step. It takes about a minute.

  • Review before import
  • Private by default

pick your app

Apps in the United States

no app to open?

Already copied your list? Press CtrlV anywhere on this page, or drop a file on it.

Pick the app where you invest, copy your investments from it and paste them here, or upload a CSV or Excel file, a PDF statement up to 3 MB or a screenshot up to 5 MB.