For the complete documentation index, see llms.txt. This page is also available as Markdown.

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.

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