Submit a request
Check your existing requests
Didn't find what you were looking for?
Get in touch
Fill out a request form
Using the Wikinvest Portfolio
How do I create a manual portfolio?
My brokerage isn't supported. What can I do?
How do I add or edit the cost basis to my holdings?
Portfolio Syncing and Importing Issues
Why did my brokerage account not import or sync correctly?
Why is my UBS account not working?
How do I add a Sharebuilder account?
Administrative and Security Questions
How do I stop receiving emails about my portfolio? How do I unsubscribe?
How do I delete a brokerage account that I've imported?
How do I completely delete my account?
Data Quality Issues
Why is the cost basis not showing up?
Why does the cost basis for some of my holdings display as NA?
Why does the account total not display a gain or loss?
International Currency and Exchanges
I'm an international user and I've encountered some issues. How do I make your service work for me?
How do I add international stocks to my portfolio?
Can I have my portfolio in another currency?
Does Wikinvest Have This?
Can you add TD Waterhouse?
Can you add Prudential Financial Investor Annunities?
Can you add Stifel Nicolaus?
Additional Benchmarks - Different Asset Classes and Risk Levels
Connect to Google Finance
Pie/donut chart of portfolio
Weekly Portfolio "Analytics" colors
Support Ticket System