Secure Session Authentication
Secure Verification
How it works
Go from API key to connected brokerage data. Start in sandbox, add the Finatic SDK, and let users connect through a portal that fits your product.
1. Build safely in sandbox
Create a sandbox API key and validate the same SDK methods and workflows you will use in production, backed by generated test data.
2. Launch the connection portal
Use the client or server SDK to open a customizable portal where each user can authenticate and connect a supported brokerage.
3. Build on one interface
Read accounts, orders, positions, and balances through a consistent response model, then add trading with a unified order workflow.
Product outcomes
Build the brokerage experience your users expect. Finatic handles the connection layer so your team can focus on the financial product around it.
Launch one connection flow
Give users a consistent, brand-aligned portal instead of designing and maintaining a separate onboarding flow for every brokerage.
Work with predictable data
Use a common model for accounts, orders, positions, and balances so downstream product logic is not tied to each broker's schema.
Expand without rebuilding
Add supported institutions and trading capabilities through the same integration rather than introducing another broker-specific stack.
A connection portal that still feels like your product.
Control the portal theme and available providers while Finatic handles the brokerage connection flow. Your users get a coherent experience; your team gets one integration to operate.
Verify the fitBuilt in the open.
See the integration path before you commit
The docs cover installation, sandbox testing, broker connections, standardized responses, and trading workflows end to end.
Client and server SDKs
Choose a client-side TypeScript SDK or server-side TypeScript and Python SDKs, with consistent concepts across environments.
Safe first-value path
Use generated sandbox data to test account, order, position, and balance workflows before connecting production broker accounts.
Documented implementation
Follow the quick start, inspect method-level API references, and try SDK calls in the interactive playground.
Start for freeNo credit card required.
Pricing that grows with your product
Begin on the free tier, move to Standard when you need scale, or reach out for Enterprise terms.
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