Now Live: Connect Your Brokerage Accounts with SnapTrade
Ethan Teng
Published September 3, 2025
1 min read
We’re excited to announce a big new upgrade to Ask Linc: you can now securely connect your brokerage and trading accounts through SnapTrade.
Until now, Ask Linc has relied on Plaid to bring in your day-to-day financial accounts—bank balances, credit cards, savings, and in some cases, even investment accounts. But Plaid was never designed for active investing, which meant connections were often limited, slow, or missing key data.
That’s where SnapTrade comes in. SnapTrade is built specifically for investments, with:
- Broader coverage of major brokerages and trading platforms like Public, Robinhood, Webull, Fidelity, Schwab, Interactive Brokers, and more.
- Deeper visibility into your portfolio, from balances to detailed holdings and transaction history.
- Faster, more reliable updates so you always have an up-to-date view.
Together, Plaid and SnapTrade give Ask Linc a truer, more complete picture of your finances.
Now, when you ask questions like:
- “Am I too concentrated in tech?”
- “What happens to my retirement runway if the market drops 10%?”
- “Should I rebalance into bonds now that yields are up?”
…Linc can factor in your actual holdings and live market data to give you a personalized, context-rich answer.
On a personal note: I specifically built this SnapTrade integration to connect with my own Public.com account, where I keep a simple “set it and forget it” Treasury ladder. Before, I couldn’t see that side of my finances in Linc. Now, having it alongside my bank accounts and savings gives me a much clearer picture of where I stand—and that’s exactly the experience I want you to have too.