Current BrokerConnect Status
| BROKER | ISSUE / STATUS | INTERIM SOLUTION |
| Charles Schwab | BrokerConnect is currently unavailable. | Use Schwab CSV Import Method |
| E*TRADE |
BrokerConnect is currently unavailable. |
Use E*TRADE CSV Import Method |
| Fidelity |
BrokerConnect is currently unavailable.
|
Use Fidelity CSV Import Method |
| TradeStation | BrokerConnect is currently unavailable. | Use TradeStation CSV Import Method |
No other known issues. If you are experiencing BrokerConnect or other import problems, please contact our support team.
Update on January 24, 2022:
As all users transition to Version 20, you may find that a BrokerConnect import that worked for you in the previous version (Fidelity or ETrade) does not currently work in version 20. In version 19, ETrade BrokerConnect was very erratic, and many users received errors from ETrade. Similarly, Fidelity BrokerConnect experienced many intermittent problems, and users had to use the CSV import method instead.
Despite these issues that the majority of our customers experienced, there were a small number of users that BrokerConnect (for ETrade & Fidelity) was still working for in version 19. If this applied to you, there is a Legacy version of BrokerConnect that can be turned on in version 20.
PLEASE NOTE: This will ONLY work if it was previously & recently working for you in version 19.
To turn on the Legacy BrokerConnect:
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