Supported brokers
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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).
These brokers support order placement through Obside, in addition to reading your positions:
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.
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.
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.
The connection process is described on the Connections page.
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