Today's Action Steps
The first, and most important, step is to link the investment and banking accounts that you wish to view in MyStockData. Fortunately, this is a fairly simple and quick process:
Step 1: Go to MyStockData.com/Link. You will see the logos of common investment firms that are users have accounts with. Either click one of the logos, or hit the "Search" button to find the investment firms you have accounts with.
Step2: Once you find the investment firms that you have accounts with, simply follow the instructions to login. Most times, this simply requires entering your UserId and Password, and any Two Factor Authentication methods that your account requires. That's it, you're done!
** We created a video that demonstrates these steps, which can be viewed by clicking here: