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Link a brokerage account in Yahoo Finance for Web

View your holdings and balances using Yahoo Finance. Link your Yahoo Finance and online brokerage accounts so you can keep track of your investments without having to leave our website.

Link a brokerage account in a desktop browser

  1. On the Yahoo Finance Home page, click My Portfolio.
  2. Click Link Broker.
  3. Click your online broker's company name.
  4. Enter your login info.
  5. Click Sign In.

Link a brokerage account in a mobile web browser

  1. Tap the Menu icon Image of the Yahoo Finance app menu icon..
  2. Tap My Portfolios.
  3. Tap the Link broker iconImage of the account chain icon..
  4. Tap your online broker's company name.
  5. Enter your login info.
  6. Tap Sign In.