How to Connect Assets Automatically

The fastest way to add assets to your Findex portfolio is by connecting your bank, brokerage, or trading account. Findex supports 50+ financial providers and will automatically import your holdings.

Last updated About 1 month ago

How It Works

When you connect a provider, Findex securely pulls your investment data — including asset names, quantities, and current values. Your portfolio is then kept up to date through regular data syncs.

Connecting a Provider

  1. Go to Portfolio > Investments.

  2. Click the Add Asset button.

  3. Select Connect Provider.

[Image: The Add Asset modal with the "Connect Provider" option highlighted]

  1. Browse or search the list of available providers.

  2. Select your bank or brokerage (e.g., Avanza, Nordea, SEB, Swedbank, Interactive Brokers, and more).

[Image: The provider selection list showing available banks and brokerages]

  1. Follow the authentication steps for your chosen provider. This usually involves logging in with your bank credentials or completing a BankID verification.

  2. Once authenticated, Findex will import your accounts and holdings.

[Image: The authentication flow with BankID or bank login]

After Connecting

Once the connection is established:

  • Your assets will appear in the Investments list with a provider badge showing they were imported automatically.

  • Your liabilities (if any, such as loans or mortgages) will also be imported.

  • Findex will sync your data regularly to keep valuations up to date.

  • You can see the connection status and last sync time in Settings > Providers & Integrations.

[Image: The investments list showing provider-imported assets with the provider badge]

Supported Providers

Findex supports 50+ banks and brokerages, including:

  • Avanza

  • Nordea

  • SEB

  • Swedbank

  • Interactive Brokers

  • Degiro

  • IG

  • And many more

For the full list, check the provider selection screen when adding an asset, or visit Settings > Providers & Integrations.

Tips

  • Connect multiple providers — You can connect as many accounts as you need. Each provider's holdings will be added to your portfolio.

  • Check your connection status — If a session expires, you'll see a notification. Head to Settings > Providers & Integrations to reconnect.

  • Your data is read-only — Findex only reads your financial data. It cannot make transactions or changes to your accounts.

Need Help?

If you have any questions or run into something unexpected, don't hesitate to reach out. You can contact us at team@findex.se — we're happy to help!