Submit a request
Check your existing requests
Didn't find what you were looking for?
Get in touch
Fill out a request form
Administrative and Security Questions
How do you protect the username and password I give you to log into my brokerage account?
Is this anonymous? What do you know about me?
How do I delete a brokerage account that I've imported?
Data Quality Issues
Why is my total change column too high?
Why do my mutual funds display 0.00% change?
Why does my cost basis not update automatically?
International Currency and Exchanges
I'm an international user and I've encountered some issues. How do I make your service work for me?
Can I have my portfolio in another currency?
Do you support British equities? How do I add securities from a stock market in England?
Does Wikinvest Have This?
Can you add Bank of Montreal Investoronline?
Can I make a trade through your site?
Can you add Raymond James?