AssetView Connector Apps

AssetView Connector AppUseFree with PortfolioAdditional ConnectorsMore Details in the App Store
TradFi ConnectorSync your AssetView portfolio with accounts at traditional financial banking and brokerage institutions (e.g. Schwab and J.P. Morgan)2 institutions (sources)$.75 / institutionTradFi Connector
Crypto Exchange ConnectorSync your AssetView portfolio with accounts at crypto exchange institutions (e.g. Binance.US and Coinbase)1 institution (source)$.75 / institutionCrypto Exchange Connector
Crypto Blockchain Wallet ConnectorSync your AssetView portfolio with blockchain assets (e.g. Bitcoin and Ethereum)1 institution (source)$.75 / institutionBlockchain Wallet Connector

Each institution's connector supports multiple accounts at that institution and may be shared across your AssetView portfolios

For more information on volume pricing and business subscriptions, please contact us.