When an institution is not yet available for synchronization on Invvest, we offer you two parallel solutions.
While waiting for synchronization to be added for the desired platform, you can already add your assets to a portfolio manually. Follow the guide below to get started.
How to add/delete an asset to/from a portfolio?
Learn how to fill your portfolios
Go to our community forum and suggest the platform in the Ideas section.
Perform a quick search to check if the institution has already been suggested. If so, react to the post to show your interest.
When we receive a suggestion, we review the request and its feasibility.
If the institution is already available on one of our partner aggregators (Powens or Vezgo), it can be activated quickly.
If the institution has a public API that we can connect to, we need 1 to 2 months to create the integration with our own aggregator, Invvest Connect.
If the institution does not have an API, is not available on an aggregator, or is not functioning properly, we will pause the review until there are developments on the institution's side.
