How do I connect my OpenInvest account to other sites?

To connect your OpenInvest account to third party sites like Personal Capital or Mint you first need to create an account with our custodian Apex Clearing. Use the following guide to set up an account on apexclearing.com:

Apex Online Account Setup

Once you have a username and password for Apexclearing.com, you can then use the ‘Add Account’ option on the site that you wish to add your OpenInvest account to and use your Apex Clearing username and password to see your OpenInvest account details there. If you have any questions, don’t hesitate to reach out to our support team.

Did this help? Contact Support