Portfolio Analytics Integration with Fidelity and Schwab
Integration Summary
| Platform Type | Portfolio analytics platform |
| Broker | Fidelity and Schwab |
| Integration Method | Connect Trade API |
| Primary Focus | Broker-connected portfolio analytics |
| Asset Classes / Data Types | Balances, positions, transactions, and portfolio-linked account data |
| Primary Capabilities | Account connectivity, broker-normalized data models, analytics-ready infrastructure |
| Why It Mattered | One integration replaced two separate broker integrations, giving the platform immediate access to users at two of the largest retail brokers in the US. |
Overview
Portfolio analytics platforms depend on accurate, current brokerage data to generate meaningful insights. For most retail investors, that means Fidelity and Schwab, two of the largest brokers in the US by assets under management. By integrating once with the Connect Trade API, analytics platforms access normalized account data from both brokers through a single connection.
The Challenge
Fidelity and Schwab expose different APIs, authentication flows, and data models. Building and maintaining separate integrations for each is a significant ongoing engineering commitment for platforms whose core focus is analytics, not broker connectivity.
The Solution
By integrating once with Connect Trade, portfolio analytics platforms access normalized account data (balances, positions, transactions) from both Fidelity and Schwab through a single API. Connect Trade handles the broker-specific complexity, delivering data in a consistent format regardless of which broker the end user holds their account at.
Results
- One integration, two major brokers: Fidelity and Schwab coverage through a single Connect Trade API connection
- Normalized data model: consistent account data structure across brokers, eliminating the need to handle broker-specific data formats in the analytics layer
- Expandable coverage: the same integration gives access to Connect Trade's full broker network as platform needs grow
Connect Trade enables fintech platforms to add brokerage connectivity through a single API rather than building direct integrations to brokers such as Interactive Brokers, Webull, TradeStation, Tastytrade, and TradeZero.