How do I connect two accounts from the same institution?
You can connect multiple accounts from the same institution. The most common case is adding a spouse's account at the same brokerage.
The main issue: You're typically already logged into the first account on the brokerage's side — when PortfolioPilot opens the connection flow, the brokerage uses that existing session, so you end up reconnecting the same account instead of getting a fresh login prompt for the second one.
How to add the second account:
- Open the brokerage's website in your browser and log out of the first account completely. (Closing the tab isn't always enough — explicitly sign out.)
- Come back to PortfolioPilot. Open Net Worth → "Add an asset" → Securities and search for the same institution in the institution search box.
- Sign in with the second account's credentials in the secure login window. That fresh-login flow is what gets you connected to the second account.
If it still won't go through, email support@portfoliopilot.com with the institution name and both account emails — we'll investigate and fix it asap. For details on how PortfolioPilot protects your connections, see Security at portfoliopilot.com/security.
