Brokerage
Does Cash App Investing sync with finance apps?
We couldn’t confirm any of the 9 budgeting apps we track that link investment accounts for Cash App Investing. Apps that also use MX, Finicity or Yodlee may still connect.
Unknown Plaid’s public list has no investment login for it
Broker-dealer: Cash App Investing LLC · SEC CIK #1398656 · SEC address Oakland, CA · Official website
App by app
Inferred from whether each app links investment accounts, which data providers it says it uses, and Plaid’s public list. “Likely” is not a guarantee. Accounting tools aren’t listed: they connect bank accounts, not brokerages.
| App | Status | Why |
|---|---|---|
| Rocket Money | Unknown | Not found in Plaid’s public list (could be a naming difference). Shows balances only, not holdings. |
| Lunch Money | Unknown | Not found in Plaid’s public list (could be a naming difference). Shows balances only, not holdings. |
| Monarch | Unknown | Not found in Plaid’s list; it may still connect via Finicity, MX. |
| Copilot Money | Unknown | Not found in Plaid’s list; it may still connect via MX, Finicity. |
| YNAB | Unknown | Not found in Plaid’s list; it may still connect via MX. Shows balances only, not holdings. |
| Quicken Simplifi | Unknown | Not found in Plaid’s list; it may still connect via Intuit, Finicity. |
| Tiller | Unknown | Not found in Plaid’s list; it may still connect via Yodlee. Shows balances only, not holdings. |
| PocketGuard | Unknown | Not found in Plaid’s list; it may still connect via Unnamed main provider. |
| Empower Personal Dashboard | Unknown | Uses Yodlee; no public institution list. |
Finding it in your app
Plaid’s public coverage list has no investment login for Cash App Investing. That does not mean it can’t connect: apps that use MX, Finicity or Yodlee have no public list we can check. Search for Cash App Investing in the app and check the login page matches before connecting.
Plaid list generated 2026-10-16; SEC broker-dealer list of Oct 1, 2026. Plaid notes its list is not real-time.
Did it connect for you?
Tell others whether Cash App Investing synced with your finance app.
We show an app’s result once 3 people have reported it, counting the last 90 days. To stop duplicate reports we keep a one-way hash of your IP address and nothing else.
Before you subscribe
- Most apps offer a free trial: connect your brokerage during the trial and check your holdings come through.
- Some apps show only an account’s balance, not the individual holdings. The table above notes which.
- Monarch publishes a live Connection Status Dashboard you can search.
Other brokerages
- Fidelity Likely works via Plaid
- Charles Schwab Likely works via Plaid
- Vanguard Likely works via Plaid
- Robinhood Likely works via Plaid
- E*TRADE Likely works via Plaid
- Merrill Likely works via Plaid
- Interactive Brokers Likely works via Plaid
- J.P. Morgan Self-Directed Investing Likely works via Plaid
- Morgan Stanley Likely works via Plaid
- Wells Fargo Advisors Likely works via Plaid
- Edward Jones Likely works via Plaid
- Webull Likely works via Plaid
- SoFi Invest Likely works via Plaid
- Ally Invest Unknown
- Public Likely works via Plaid
- M1 Likely works via Plaid
- Wealthfront Likely works via Plaid
- Betterment Likely works via Plaid
- Acorns Likely works via Plaid
- Stash Likely works via Plaid
- Moomoo Unknown
- Firstrade Likely works via Plaid
- tastytrade Likely works via Plaid
- TradeStation Likely works via Plaid
- Tradier Likely works via Plaid
- eToro Unknown
- Frec Likely works via Plaid
- T. Rowe Price Likely works via Plaid
- TIAA Likely works via Plaid
- Empower Likely works via Plaid
- Ameriprise Likely works via Plaid
- Raymond James Likely works via Plaid
- LPL Financial Likely works via Plaid
- UBS Likely works via Plaid
- Stifel Likely works via Plaid
- Baird Likely works via Plaid
- Janney Likely works via Plaid
- Northwestern Mutual Likely works via Plaid