Brokerage
Does TradeStation sync with finance apps?
8 of 9 budgeting apps we track that link investment accounts likely connect to TradeStation.
Likely works via Plaid Plaid lists it as “TradeStation” and supports investment accounts there
Broker-dealer: TradeStation Securities, Inc. · SEC CIK #1002006 · SEC address Plantation, FL · 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 | Likely works | Uses Plaid, and Plaid lists this institution. Shows balances only, not holdings. |
| Lunch Money | Likely works | Uses Plaid, and Plaid lists this institution. Shows balances only, not holdings. |
| Monarch | Likely available | Plaid is one of its providers and lists this institution. The app may route through a different provider. |
| Copilot Money | Likely available | Plaid is one of its providers and lists this institution. The app may route through a different provider. |
| YNAB | Likely available | Plaid is one of its providers and lists this institution. The app may route through a different provider. Shows balances only, not holdings. |
| Quicken Simplifi | Likely available | Plaid is one of its providers and lists this institution. The app may route through a different provider. |
| Tiller | Likely available | Plaid is one of its providers and lists this institution. The app may route through a different provider. Shows balances only, not holdings. |
| PocketGuard | Likely available | Plaid is one of its providers and lists this institution. The app may route through a different provider. |
| Empower Personal Dashboard | Unknown | Uses Yodlee; no public institution list. |
Finding it in your app
When you add an account, search for “TradeStation”. That’s the name Plaid’s list uses for TradeStation.
- TradeStation (ins_138686)
- ✓ Investments (holdings)
- ✓ Balances
- ✓ Cash transactions
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 TradeStation 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
- Cash App Investing Unknown
- Moomoo Unknown
- Firstrade Likely works via Plaid
- tastytrade 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