Refreshing your ClearView…Syncing your latest holdings and transactions
Data Sources
Connect accounts, add properties, and track alternative assets
Connect accounts, add properties, and track alternative assets
Link your financial institutions to automatically sync investments, transactions, and balances.
Connected Accounts
0
Holdings Synced
0
Transactions
0
Last Sync
Never
Connect your brokerage accounts to automatically sync your investment holdings and transactions.
Don't see your brokerage? Upload a CSV instead →
Plaid securely connects to your financial institutions to sync your investment data automatically.
Your credentials are never stored by ClearView. Plaid uses bank-level encryption to protect your data.
Schwab tip: Schwab's authorization screen leaves all accounts unselected by default. Manually select each account you want to connect.
Track property equity and mortgage balances alongside your investment portfolio.
Add your properties to track real estate equity alongside your investment portfolio
Track precious metals and cryptocurrency with live market prices.
Track precious metals and cryptocurrency alongside your investment portfolio