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.
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.”
In his verified G2 review, Bryce also described a significant improvement in brokerage connection reliability compared with providers the team had used previously.
Independent review · G2Read the independent review on G2
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.”
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.
Blossom Help CenterSee how Blossom uses SnapTrade
Blossom Help CenterBrokerages and accounts you can link on Blossom
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.”
The Simply Wall Street team has also highlighted direct communication with SnapTrade’s developers and support team as an important part of the relationship.
Simply Wall St Help CenterLinking your broker to Simply Wall St
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.”
That let the team spend its engineering time building its research workspace and AI analyst instead of maintaining brokerage infrastructure.
Customer story · SnapTradeRead the Investi customer story
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.”
SnapTrade also gives PremiumGuardHQ access to brokerages that would otherwise be difficult for the team to support directly.
Customer story · SnapTradeRead the full PremiumGuardHQ customer story
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.”
DivTracker has also highlighted SnapTrade’s API documentation and support as important parts of its developer experience.
DivTracker supportSee how DivTracker uses SnapTrade
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.
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 400 million retail investor accounts across 35+ financial institutions through one platform.
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.
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.
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 TrackerThe Dividend Tracker’s announcement of its SnapTrade integration
SharesightSharesight’s supported brokers and apps
SnapTrade is used by fintech apps, portfolio trackers, investing platforms and developer teams building products around existing brokerage accounts.
A social investing and portfolio tracking app used by 500,000+ DIY investors.
Blossom uses SnapTrade for brokerage connections and automatic portfolio updates.
Blossom Help CenterHow to link your brokerage to Blossom
An investment analysis platform that uses SnapTrade to help investors import and maintain connected portfolios.
Simply Wall St Help CenterLinking your broker to Simply Wall St
A portfolio tracking and tax reporting platform that uses SnapTrade to connect supported brokerages and sync historical and ongoing trades.
Customer story · SnapTradeHow Sharesight simplifies investment tracking with brokerage connectivity
A dividend and portfolio tracking product that added SnapTrade to improve brokerage connection reliability and expand brokerage coverage.
The Dividend TrackerThe Dividend Tracker’s announcement of its SnapTrade integration
A portfolio and dividend tracking app that uses SnapTrade for read-only brokerage syncing.
DivTracker supportDivTracker’s broker sync support page
A halal investing platform that uses SnapTrade’s brokerage API to build account-linked investing experiences.
Zoya Help CenterLinking a brokerage account in Zoya
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.
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 400 million retail investor accounts across 35+ 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.
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.
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:
SnapTrade normalizes brokerage information including accounts, balances, positions, transactions and orders.
Trading is available where supported.
SnapTrade supports 35+ 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.
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.
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.
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.
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.
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.
Independent review · G2Read the independent review on G2
Explore the API, test brokerage connections and see how SnapTrade fits into your product.
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