Can I upload multiple brokerage accounts at once?
You need to add accounts one at a time - but the process is fast and each one takes just a few minutes.
For connected accounts:
- Click "Add an asset" (top right) → Securities → search for your brokerage
- Connect through Plaid, SnapTrade, or Yodlee - each connection is separate
- Repeat for each brokerage account
For manually uploaded accounts:
- Upload or paste one account at a time
- After each one, set the Account nickname and Tax Treatment (Taxable, Tax-Advantaged, Tax-Free)
- All accounts are automatically combined into your Net Worth Portfolio
Note: Keeping accounts separate (rather than merging into one) lets PortfolioPilot give you more accurate recommendations - especially for tax-aware suggestions that depend on knowing which account holds which security.
