SnapTrade reviews: what developers and customers say

Considering SnapTrade for your app?

See what developers and fintech teams say about using SnapTrade for brokerage connectivity, normalized investment data, trading and developer support.

What customers say

SnapTrade by the numbers

developers
10,000+developers
retail investor accounts
450M+retail investor accounts
financial institutions
40+financial institutions
connection success rate
>95%connection success rate
The Dividend Tracker logo

Brokerage support tickets dropped by 50%

The Dividend Tracker had previously worked with other brokerage connectivity providers. After moving to SnapTrade, the team saw a measurable change in the amount of support it had to provide users.

“Our customer support tickets have quite literally dropped in half post-integration.”
Bryce MathesonCo-founder, The Dividend Tracker

In his verified G2 review, Bryce also described a significant improvement in brokerage connection reliability compared with providers the team had used previously.

Read the independent review on G2

Blossom logo

SnapTrade powers core engagement tools for Blossom

Blossom is a social investing and portfolio tracking app used by more than 500,000 DIY investors.

Blossom uses SnapTrade to connect users’ brokerage accounts and automatically keep their portfolios up to date.

“SnapTrade is the engine that drives our core engagement tools.”
Max NicholsonFounder, Blossom

SnapTrade helps power the connected portfolio experience that lets Blossom users share their investments and learn from each other.

Blossom currently supports connected accounts from brokerages including Wealthsimple, Questrade, Robinhood, Fidelity, Charles Schwab, Webull, E*TRADE, tastytrade, Interactive Brokers and others.

See how Blossom uses SnapTrade

Brokerages and accounts you can link on Blossom

Simply Wall Street logo

Simply Wall Street lets investors import portfolios in a few clicks

Creating and maintaining a portfolio manually adds friction for investment apps.

Simply Wall Street uses SnapTrade to let investors bring their existing brokerage portfolios into its product and keep them up to date automatically.

“By connecting their portfolios with SnapTrade it lets users import their portfolio in just a few clicks.”
Mauro FerranteGroup Product Manager, Simply Wall Street

The Simply Wall Street team has also highlighted direct communication with SnapTrade’s developers and support team as an important part of the relationship.

Linking your broker to Simply Wall St

What is it like to build with SnapTrade?

PremiumGuardHQ logo

Add a new brokerage in a few days

PremiumGuardHQ builds options-trading analytics on top of brokerage data.

Every brokerage records and returns data differently.

SnapTrade standardizes that data, so the team can use the same core integration pattern across supported brokerages instead of creating custom parsing logic for every broker.

“We’d never be able to handle as many brokers as we’re able to if it wasn’t all already standardized for us by SnapTrade.”
Michael O'DonnellFounder, PremiumGuardHQ
Video summary: Michael explains that PremiumGuardHQ already has a standard integration pattern for SnapTrade-supported brokerages. The team estimates that adding another brokerage takes roughly 40 lines of code. When tastytrade became available through SnapTrade, PremiumGuardHQ had the technical integration working within two to three days, followed by additional testing before its public rollout.

SnapTrade also gives PremiumGuardHQ access to brokerages that would otherwise be difficult for the team to support directly.

Read the full PremiumGuardHQ customer story

Investi logo

Launch with broad brokerage coverage instead of building every integration yourself

Investi is building an AI-powered investment research workspace that can understand the portfolio an investor actually owns.

To do that, Investi needs brokerage data including positions, cash balances, account details and transaction history.

Building integrations directly would have meant handling different authentication systems, data structures and broker-specific behavior. For its small team, Investi estimated that this could initially have limited the product to only two or three brokerages.

Instead, Investi launched with broad brokerage coverage through SnapTrade, including Fidelity, Charles Schwab, Robinhood and Interactive Brokers.

“SnapTrade meant we never had to build it.”
Gabri AnsaldoFounder, Investi

That let the team spend its engineering time building its research workspace and AI analyst instead of maintaining brokerage infrastructure.

Read the Investi customer story

DivTracker

Integrate in record time

DivTracker uses SnapTrade to let users connect brokerage accounts and sync portfolio and transaction data into the app.

“We successfully integrated SnapTrade into our platform in record time, surpassing larger API aggregators.”
BoldizsárFounder, DivTracker

DivTracker has also highlighted SnapTrade’s API documentation and support as important parts of its developer experience.

See how DivTracker uses SnapTrade

Why developers choose SnapTrade

Build one brokerage integration instead of dozens

Brokerages differ in authentication, account structures, transactions, securities, orders and the data they make available.

SnapTrade normalizes those differences into a consistent API so developers can build against one data model across supported institutions.

Support brokerages that are difficult to reach directly

Not every brokerage offers developers the same level of API access.

Some require individual approvals or partnerships. Others involve brokerage-specific authentication and implementation work.

SnapTrade connects applications to more than 450 million retail investor accounts across 40+ financial institutions through one platform.

Add new brokerages faster

Once your core SnapTrade integration is built, adding another supported brokerage can require much less work than building another integration from scratch.

PremiumGuardHQ’s tastytrade integration is one example. Its team says the technical integration was working within two to three days because it could reuse the SnapTrade implementation it already had in place.

Spend engineering time on your product

Building a brokerage integration is only the beginning.

Direct integrations also need to be maintained as brokerages change authentication flows, APIs, data structures and access requirements.

Investi chose SnapTrade so its small team could focus on its AI investment research product rather than spending that engineering time maintaining brokerage connectivity.

Is SnapTrade reliable?

SnapTrade has a greater than 95% connection success rate across its platform.

There is also public customer evidence of improved reliability.

The Dividend Tracker announced that it added SnapTrade to improve brokerage connection reliability and expand its brokerage coverage. Its co-founder later reported that support tickets dropped by 50% after integrating SnapTrade.

Sharesight also uses SnapTrade to connect supported brokerage accounts and sync historical and ongoing trades into its portfolio tracking platform.

Brokerage connectivity still depends partly on the underlying brokerage. Outages, authentication changes, data availability and broker-specific restrictions can affect individual connections.

The Dividend Tracker’s announcement of its SnapTrade integration

Sharesight’s supported brokers and apps

What companies use SnapTrade?

SnapTrade is used by fintech apps, portfolio trackers, investing platforms and developer teams building products around existing brokerage accounts.

Blossom logo

Blossom

A social investing and portfolio tracking app used by 500,000+ DIY investors.

Blossom uses SnapTrade for brokerage connections and automatic portfolio updates.

How to link your brokerage to Blossom

What do developers say about SnapTrade support?

Developer support comes up repeatedly in customer feedback.

Simply Wall Street has highlighted having direct access to the SnapTrade team during development, including a dedicated Slack channel where its developers can ask questions directly.

DivTracker has also highlighted SnapTrade’s API documentation and support.

Customers in SnapTrade’s own surveys frequently mention responsiveness, accessibility and customer support as reasons they would recommend the product.

Custom plans include direct integration assistance and dedicated support.

Common questions about SnapTrade

Is SnapTrade legit?

SnapTrade is brokerage connectivity infrastructure built for developers and fintech applications.

More than 10,000 developers use SnapTrade to build products that connect to existing brokerage accounts.

SnapTrade connects applications to more than 450 million retail investor accounts across 40+ financial institutions.

Applications use SnapTrade to retrieve investment information including accounts, balances, positions, transactions and orders, with trading available where supported.

SnapTrade does not hold a user’s investments. Their assets remain in their existing brokerage account.

Is SnapTrade safe?

SnapTrade is SOC 2 Type II certified.

Data is encrypted in transit and at rest, and SnapTrade uses OAuth authentication where supported by the brokerage.

For other integrations, authentication is handled through SnapTrade’s secure Connection Portal.

Applications receive the data and permissions authorized through the brokerage connection, and users can revoke connections.

Learn more about SnapTrade security

What does SnapTrade do?

SnapTrade gives developers one API for connecting existing investment accounts to applications.

Depending on the brokerage and use case, developers can use SnapTrade to build:

  • Portfolio tracking and investment dashboards
  • Holdings validation and portfolio sharing
  • Rebalancing
  • Embedded trading
  • Copy trading
  • AI-powered investing tools
  • Alerts and automation

SnapTrade normalizes brokerage information including accounts, balances, positions, transactions and orders.

Trading is available where supported.

Which brokerages does SnapTrade support?

SnapTrade supports 40+ financial institutions around the world.

Supported integrations include institutions such as Fidelity, Charles Schwab, Robinhood, Wealthsimple, Questrade, Interactive Brokers, Webull, E*TRADE, tastytrade, Trading 212, Coinbase and eToro.

Some institutions have multiple integrations based on geography or account type.

Authentication method, available data, supported accounts and trading capabilities vary by integration.

See all brokerage integrations

Does SnapTrade support trading?

Yes, where supported by the brokerage and account.

SnapTrade can be used to place authorized trades through a user’s existing brokerage account.

Supported assets can include stocks, ETFs, crypto and options depending on the brokerage.

Applications can also use SnapTrade for read-only brokerage connectivity without enabling trading.

Explore the trading API

How long does it take to integrate SnapTrade?

Integration time depends on the application.

SnapTrade developers can go from installing an SDK to making their first API call in under an hour.

A full production implementation takes longer and can include authentication, database work, user experience, testing and brokerage-specific requirements.

The larger time savings can come after the initial integration. Instead of starting over whenever you add another brokerage, SnapTrade provides a common API across supported institutions.

How is SnapTrade different from Plaid or Yodlee?

SnapTrade is focused specifically on brokerage and investment accounts.

Its API is designed around investment-specific information including positions, transactions, orders and brokerage accounts, with trading available where supported.

Plaid and Yodlee cover broader financial-data use cases that also include banking.

Some companies use multiple providers. The right approach depends on the brokerages, data and capabilities your product needs.

Can SnapTrade replace direct brokerage integrations?

It depends on the product.

Some companies choose to build direct relationships or integrations with individual brokerages.

For other teams, building and maintaining separate integrations across many brokerages would require significant engineering time.

Investi chose SnapTrade so it could launch with broader brokerage coverage rather than initially supporting only the handful its small team could build itself.

PremiumGuardHQ uses SnapTrade’s normalized data so it does not have to create a separate parsing layer for every supported brokerage.

Where can I find independent SnapTrade reviews?

You do not have to rely only on customer stories published by SnapTrade.

G2 has independent feedback from a verified SnapTrade user.

Customers including Blossom, Sharesight, DivTracker and The Dividend Tracker also describe their SnapTrade integrations on their own websites and help centres.

Some customer app-store release notes also identify SnapTrade when new brokerage connectivity is launched.

Developers and users discuss SnapTrade and individual brokerage integrations on Reddit and other developer communities as well.

When evaluating a brokerage API, check the specific institutions, data and trading capabilities your application needs rather than relying on reviews alone.

Read the independent review on G2

See if SnapTrade works for your app

Explore the API, test brokerage connections and see how SnapTrade fits into your product.

Get an API keyExplore the documentationSee supported brokerages

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