Brokerage API for product teams
Build the product.We'll handle the brokers.
Your users already have brokers. They connect in your brand. You read accounts, positions, orders, and balances — and trade — through one API.
- Coverage
- 534 institutions
- Start
- Sandbox, no card
- Scale
- Enterprise support
Client SDK
const accounts = await finatic.v1.listAccounts();
const positions = await finatic.v1.listPositions({
accountId: accounts.data[0].accountId,
});Same methods after every broker
- listAccounts
- listPositions
- listOrders
- listBalances
Institutions
The brokerages your users already have.
How it works
Three steps from API key to live brokerage data.
- 01
Prove the product in sandbox
Issue a key and exercise accounts, orders, positions, and balances against generated data — the same methods you will use live.
- 02
Users connect in your brand
They authenticate with a supported institution inside a portal that still looks like your product, not a generic aggregator.
- 03
You ship on one interface
Read data and place orders through a consistent model. Add institutions later without another broker-specific stack.
In your product
Users connect inside your brand — not a generic aggregator.
Users never leave your product. Connect is themed to your brand, and Finatic runs the authorization flow each brokerage actually supports.
See it in a portfolio product
Use cases
Products that get better when users can connect their brokers.
Consumer and fintech
Portfolio apps
Users connect the brokerages they already have. Your product shows one book of accounts, positions, and balances — without a custom integration per firm.
Active trading
Trading platforms
Place and manage orders next to the same account and position reads. Expand to more institutions without standing up another broker-specific trading pipeline.
Advisors and wealth
Wealth & RIA
Clients connect the institutions they already use. Planning, reporting, and household views sit on one data model instead of a mash of broker portals and files.
Internal tools
Risk & ops
Internal consoles, exports, and risk views consume the live account-scoped data your product already has — not a second pipeline of broker files.
Pricing
Free to build. Enterprise when you scale.
Start without a credit card. Production volume, dedicated support from our integration team, and custom terms live on Enterprise.
- Live positions, orders, balances, and trading workflows
- Up to 5 connected users
- 1 connection per user
- Webhook delivery
- 1,000 API calls per month
- Volume pricing and committed-use discounts
- Unlimited connections under custom rate limits
- Dedicated support from our integration team
- Roadmap input and early access