Connect Apps

Connect Apps

Connecting your broker account to Quicko allows you to seamlessly track your investments, view settlements, and download reports—all in one place.

Important Note: If your broker is not supported, read this article on how to add your account manually.

How to Connect Your Broker Account

  1. Go to Investments

    Navigate to More > Investments from the dashboard.

  2. Click on Connect to App

    Select the Broker to fetch your Settlements.

  3. Enter Your Credentials & Log In

    Provide the required login details to authenticate your account securely.

  4. View Your Connected Account Details

    Once connected, you can see:

    • Number of settlements fetched
    • Account name
    • Account ID

  5. Manage & Sync Your Data

    • View settlements and download reports for easy record-keeping.

    • Click Sync to refresh and fetch your latest trades.

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