LetsFinanceYourFreedomQ: Bank sync limit?
So there is a limit on how many banks it will sync?? Does it sync fidelity or Schwabs or empower retirement accounts? Where do I find the banks or investments accounts list of the ones that do?
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Mar 20, 2025A: Hey there! The only limits are those displayed on the product page and depends on the amount of codes redeemed, starting from 5 real-time account syncs https://appsumo.com/products/know-your-dosh/#pricePlans
Fidelity (US & UK), Charles Schwab (US & UK) and JP Morgan Empower Retirement are all available accounts to connect, but if any issues these can be added manually and we will investigate for you if you contact support@knowyourdosh.com
How about interactive brokers? Webull? Crypto platforms? Do you have a list of?
We have over 450 automatic connections globally, including Coinbase for crypto. Any other account can be added manually though without any issue and in any currency. If you sign up for a free starter account on the website you can review all of the automatic accounts when you go to add an asset just by searching names. I hope this helps!
I noticed Wells Fargo is not on the list. How do I add it manually?
You can add an asset manually from the Dashboard or Asset screen and choose the 'Manually' option. This is where you can then select the asset type and enter in all the relevant information. I hope this helps 😊
Can this sync with US banks?
Yes, It can.