Connect retail
brokerage accounts
to your app
SnapTrade enables account syncing and trading from within your app. With one integration get connectivity to over 20 top retail brokerages across the globe.
TRUSTED BY LEADING INVESTING TOOLS
Why SnapTrade
Onboard and keep users on your platform
Benefit from >95% connection success rates and long lived connections.
Get the data you need, when you need it
Configure your app to access your users’ balances, holdings, orders, and transactions all based on your use-case and data syncing needs.
Add trading to your app
Leverage your users’ existing brokerage accounts to trade stocks, ETFs, crypto, and options from within your app.
Built for your use case
Portfolio analysis and tracking
Portfolio Scoring, Dividend Tracking, Portfolio Performance Monitoring, Investment Tax Reporting
Onboard users faster by eliminating the need for manual entry or CSV uploads while ensuring your users’ data stays up-to-date in your platform.
- Accurate positions, orders, balances, and transactions data
- Unified security tickers, currencies, and exchanges
- High connection success and persistence rates
One of the biggest friction points for us is the portfolio creation process and maintenance. By connecting their portfolios with SnapTrade it lets users import their portfolio in just a few clicks and stays up to date automatically. That is a big value proposition.
Mauro Ferrante
Group Product Manager, Simply Wall Street
Holdings validation and portfolio sharing
Live Portfolio Sharing, External Monitoring, Holdings Perks
Engage users based on their current holdings and trading activity. Increase customer loyalty with trustworthy tools, eliminate manual verification forever, reduce the potential for fraud and improve compliance.
- Unified holdings data
- Historical transactions
- Open and recently filled orders
SnapTrade is the engine that drives our core engagement tools. The API gives our users the power to share their investments and learn from each other.
Max Nicholson
Founder, Blossom
Embedded trading
Placing Trades, Portfolio Rebalancing, Automated Trading
Build native trading experiences by leveraging your users' existing brokerage accounts and avoiding the high costs of becoming a broker.
- Place stock, ETF, crypto, and options trades
- Market and Limit orders
- High connectivity rates
SnapTrade’s developer-friendly API has been instrumental in creating a seamless halal investing experience at Zoya. Their support and flexibility have allowed us to build unique experiences that are tailored to the needs of our community.
Saad Malik
CEO and Co-Founder, Zoya
Connectivity to
the world's top
brokerages
20+ Brokerage Integrations
Access more than 125 million account holders.
