Supported brokers

Obside connects to brokers through a secure broker portal — see Connections for how it works. Every connection can read balances, positions and history. Whether Obside can also place orders depends on the broker and on your region (US & Canada residents only — see Availability by region).

Brokers with live order execution

These brokers support order placement through Obside, in addition to reading your positions:

Broker Tradable through Obside
Alpaca Stocks, ETFs, options
Charles Schwab Stocks, ETFs, options
Coinbase Crypto
E*TRADE Stocks, ETFs, options
Kraken Crypto
Moomoo Stocks, ETFs, options
Public Stocks, ETFs, options
tastytrade Stocks, ETFs, options, crypto
Tradier Stocks, ETFs, options
TradeStation Stocks, ETFs, options
Wealthsimple Stocks, ETFs, options
Webull (US & Canada) Stocks, ETFs, options

Order placement also requires a Pro or Max plan and a US or Canada residence. On other plans and regions, these brokers connect in read-only mode: balances, positions, monitoring and alerts.

Read-only brokers

These brokers connect for reading and monitoring: Obside imports your balances, positions and history, monitors them and can alert you, but doesn't place orders through them:

  • AJ Bell
  • BUX
  • Chase
  • Citi
  • CommSec
  • DEGIRO
  • Edward Jones
  • Empower
  • eToro
  • Fidelity
  • Interactive Brokers
  • PNC
  • Questrade
  • Robinhood
  • TD Direct Investing
  • TIAA
  • Trading 212
  • Transamerica
  • Upstox
  • US Bank
  • Vanguard
  • Wells Fargo
  • Zerodha

The list of supported brokers is regularly expanded, and the in-app list (Settings → Connections) is always the most up to date. If you'd like to see a specific platform added, feel free to contact us.


What you can do with a connected broker

Depending on the broker and your region:

  • Reading balances and positions (every connection, everywhere).
  • Portfolio monitoring and smart alerts (everywhere, on Plus and above).
  • Live order execution (US/Canada residents, trading-capable brokers, on a Pro or Max plan).

See the details in Availability by region.


Connecting a broker

The connection process is described on the Connections page.

Browse the documentation