Kinfo supports most US brokers including the big brokerages such as Robinhood, Interactive brokers, TradeSation, TD Ameritrade, Fidelity, E* Trade, Ally and Charles Schwab. We are continuously adding support for new brokers and the goal is to support all brokers in the US.
How does it work?
Kinfo uses XXX to link your broker account. XXX is an aggregation provider that sits between kinfo and broker and provides the necessary security infrastructure to connect to every broker in a secure manner.
When you press the link button you will be presented with a form from XXX where you enter your credentials. The kinfo platform doesn´t control or have access to this form. This is an important security feature since it means that kinfo will never be able to see your credentials.
When you have authenticated, kinfo will receive a token which can be used to import transactions and holdings to perform calculations of trading performance metrics.
Kinfo uses best-in-class solutions for all technology, software and infrastructure used to link brokers with the kinfo platform. XXX which is the worlds biggest aggregation provider is trusted by thousands of personal finance and investing apps including XXX, XXX and XXX.
By using XXX kinfo is required to follow certain specifications to achieve a high level of security. The most important of these are:
- Kinfo never see, store or have access to your credentials
- All communication between the app, kinfo, XXX and the broker uses bank-level 256-bit encryption
- The token used by kinfo can only be used to read data, never make changes or execute trades
For more in-depth information, see our page about security.
To learn more about XXX, please visit XXX.
What about MFA?
MFA stands for multi-factor-authentication and is an extra security measure brokers use to verify new devices that try to authenticate with a user’s credentials.
In some cases, a link to a new broker will trigger MFA authentication. When this happens you have to login to your account on kinfo and update your account. Brokers behave differently but in most cases, your should only be required to do this once.
When linking your broker, trading performance will be calculated from inception and going forward. Dependent on the broker you will also get performance metrics calculated retroactively.