Connect Your Brokerage in Seconds
Link your brokerage account securely through SnapTrade's read-only integration. Support for Schwab, Fidelity, Robinhood, E-Trade, and 10+ more brokerages with bank-level security.
Search, connect, done
Search for your brokerage, authorize through SnapTrade's secure interface, and your positions sync automatically. The entire process takes less than a minute.
- •Schwab, Fidelity, Robinhood, E-Trade, and more
- •Powered by SnapTrade's bank-level security
- •Positions and trade history sync automatically
- •Read-only access — ThetaPal never places trades
- •Trading support may be added in the future
Supported Brokerages
Schwab
Fidelity
Robinhood
E-Trade
Vanguard
Chase
Wells Fargo
Webull
tastytrade
Interactive Brokers
Coinbase
Public
Wealthsimple
eToro
Moomoo
and more via SnapTrade
Security first
Your brokerage credentials never touch ThetaPal's servers. Everything goes through SnapTrade's encrypted infrastructure.
Bank-Level Encryption
SnapTrade uses the same encryption standards as major financial institutions. Your credentials are never stored by ThetaPal.
Read-Only Access
ThetaPal can view your positions and trade history but cannot place trades, transfer funds, or modify your account in any way.
Automatic Sync
Positions, trade history, and dividends sync automatically. No manual entry, no CSV uploads — everything flows from your brokerage.
How it works
Search
Find your brokerage from the list of 15+ supported institutions. Type the name and select from results.
Authorize
Log in through SnapTrade's secure interface. Your credentials go directly to SnapTrade, never to ThetaPal.
Sync
Your positions, trade history, and dividends sync automatically. ThetaPal starts building your dashboard immediately.
Frequently Asked Questions
Is my data secure?
Yes. ThetaPal connects through SnapTrade with bank-level encryption. Your credentials are never stored by ThetaPal. The connection is read-only — ThetaPal cannot place trades or move money.
Which brokerages are supported?
Schwab, Fidelity, Robinhood, E-Trade, Vanguard, Chase, Wells Fargo, Webull, tastytrade, Interactive Brokers, Coinbase, Public, Wealthsimple, eToro, Moomoo, and more via SnapTrade.
Can ThetaPal place trades on my behalf?
No. ThetaPal uses read-only access. It views your positions and history but cannot place trades or modify your account. Trading support may be added in the future.
How does SnapTrade work?
SnapTrade is a financial data aggregator providing secure, read-only brokerage connections — similar to how Plaid works for banking. Your credentials are encrypted and stored by SnapTrade, not ThetaPal.