Why Businesses Choose Finatic
Our platform provides reliable financial data integration with flexible refresh options and comprehensive account coverage.
Flexible Refresh Intervals
Choose from 15-minute or daily refresh intervals based on your needs and plan tier. Custom intervals available.
Comprehensive Account Data
Access account information, holdings, order history, and transaction data as provided by your broker.
Reliable Connections
Maintain stable account connections with our advanced connection management system.
Accurate Data
Process dividends, splits, options, and transaction types as provided by your broker with available timestamps.
Trade Access (When Available)
Execute orders directly in user accounts through our secure API when supported by the broker.
Enterprise Security
Industry-standard encryption and security protocols to protect sensitive financial data.
What Finatic Provides
Comprehensive broker account aggregation with secure, developer-friendly access
Core Services
- Broker account aggregation and connection management
- Account information and balance data
- Holdings and position data
- Order history and transaction data
- Trade execution (when broker supports it)
Developer Experience
- Unified, standardized API across all brokers
- Fast and easy integration with comprehensive SDKs
- Secure Connect Portal for account authentication
- Flexible refresh intervals (15min, 24hr)*
- Custom intervals available - contact sales
- Priority on security and connection reliability
Important Information & Disclaimers
Please review our terms and compliance policies before using our services
Service Scope
- • Finatic provides broker account aggregation services
- • We do not provide banking, investment advice, or financial planning services
- • Data availability depends on broker capabilities and support
- • Trade execution requires broker support and proper authorization
Regulatory Compliance
- • Services subject to applicable financial regulations
- • Users must comply with their broker's terms of service
- • Data handling follows our privacy and compliance policies
- • Security measures meet industry standards
For detailed information, please review our Developer Terms of Use, Compliance Policy, and Privacy Policy.
Ready to integrate broker accounts?
Join businesses using Finatic for reliable financial data integration and account aggregation.