After registering withy MyStockData.com you can the link your investment accounts. Investments accounts include: 401k, Roths, brokerage accounts, 529s, IRAs, SEPs, annuities, etc. Linking is the primary step for most of us in order to view and track our financial history. If you have a 401k at Merrill Lynch, a brokerage account at TD Ameritrade, and a 529 at Edward Jones, you can link all of them and begin to view and track as if they were all under one roof. Click here to link.
Bank accounts primarily include checking and savings accounts, but could also be a money market, CD, etc. Financial institutions treat these types of accounts slightly different than an investment account, so they are linked separately. You can link in as many as you like though, and have your data in one place. Click here to link.
Custom accounts are accounts not linked to a specific financial institution. For example: the value of your house, or the cash you have buried in the back yard. Also, Custom Accounts can be used if a bank or investment account cannot be linked. Click here to setup a Custom Account.
Once you have your accounts linked and setup, our system will automatically update daily so that you can view and track your financial history over time via the Dashboard. The two primary views in the Dashboard are:
MyStockData has partnered with Plaid so you can link your online Investment and/or Bank (depository) accounts within MyStockData. If you have a supported investment or bank account, you can link it to MyStockData.
No, MyStockData is not a broker dealer. MyStockData provides a user interface to allow you to link your investment and bank accounts directly from website.
No, MyStockData does not store your Linked Account login credentials or security questions. Plaid passes your credentials to your broker or bank for authentication and securely stores them in order for your account information to be periodically refreshed. Please feel free to learn more about Plaid, and see how they handle data.