Connect an Investment App
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
Go to Investments
Navigate to More > Investments from the dashboard.
Click on Connect to App
Select the Broker to fetch your Settlements.
Enter Your Credentials & Log In
Provide the required login details to authenticate your account securely.
View Your Connected Account Details
Once connected, you can see:
- Number of settlements fetched
- Account name
- Account ID
Manage & Sync Your Data
View settlements and download reports for easy record-keeping.
Click Sync to refresh and fetch your latest trades.
How to Connect Your Broker Account
Go to Investments
Navigate to More > Investments from the dashboard.
Click on Connect to App
Select the Broker to fetch your Settlements.
Enter Your Credentials & Log In
Provide the required login details to authenticate your account securely.
View Your Connected Account Details
Once connected, you can see:
- Number of settlements fetched
- Account name
- Account ID
Manage & Sync Your Data
View settlements and download reports for easy record-keeping.
Click Sync to refresh and fetch your latest trades.
Need Help?
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