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You can now link a brokerage account in the Yahoo Finance app!

Administratin' 'Hoo

You can now link a brokerage account in the Yahoo Finance app!

Buy and sell stocks using your online broker without having to switch out of Yahoo Finance to another app or website. Once you link your brokerage account, you can trade from the quote page.

 

Link a brokerage account in the mobile app

  1. On the Home tab, tap the Menu icon Image of the Yahoo Finance app menu icon..
  2. Tap Link broker accounts​.
  3. Tap your online broker's company name.
  4. Enter your login info.
  5. Tap Sign In.

Link a brokerage account in a desktop browser

  1. On the Yahoo Finance Home page, click My Portfolio.
  2. Click Link Broker.
  3. Click your online broker's company name.
  4. Enter your login info.
  5. Click Sign In.

Link a brokerage account in a mobile web browser

  1. Tap the Menu icon Image of the Yahoo Finance app menu icon..
  2. Tap My Portfolios.
  3. Tap the Link broker iconImage of the account chain icon..
  4. Tap your online broker's company name.
  5. Enter your login info.
  6. Tap Sign In.
If you see any helpful posts, give a Kudo! If you see a response that answers your question, please mark Accept as Solution!
31 REPLIES
New 'Hoo

Re: You can now link a brokerage account in the Yahoo Finance app!

Hello. I’ve successfully linked but want to unlink. Searched how-tos but nothing. How do I unlink from Finance iOS app?
Administratin' 'Hoo

Re: You can now link a brokerage account in the Yahoo Finance app!

Hi @Jpalaci22 -

 

If you change brokerage accounts or need to remove your account from the Yahoo Finance app for any reason, it only takes a few quick steps.

 

From the Yahoo Finance app home tab:

  1. Tap the Select Watchlist icon Image of the down arrow..
  2. Select your brokerage account from the list.
  3. Tap the More icon Image of the more icon..
  4. Tap Unlink Broker.
  5. Tap Unlink.
If you see any helpful posts, give a Kudo! If you see a response that answers your question, please mark Accept as Solution!
New 'Hoo

Re: You can now link a brokerage account in the Yahoo Finance app!

Hi,

 

I've downloaded the Finance App to my Samsung phone, but there is no 'link broker' listed on my menu. Any idea why that would be?

 

Thanks.

 

Lalah

Administratin' 'Hoo

Re: You can now link a brokerage account in the Yahoo Finance app!

Hi @Lalah Thank you for downloading the Finance app.  Could you let us know which Samsung device and Operating System your are using? 

If you see any helpful posts, give a Kudo! If you see a response that answers your question, please mark Accept as Solution!
New 'Hoo

Re: You can now link a brokerage account in the Yahoo Finance app!

Hi Nixon,

 

Thank you for the response. It's a Samsung Galaxy J3, Android version 5.1.1

 

 

Administratin' 'Hoo

Re: You can now link a brokerage account in the Yahoo Finance app!

@Lalah - are you able to upgrade the Android OS to a more current version on that device?

If you see any helpful posts, give a Kudo! If you see a response that answers your question, please mark Accept as Solution!
New 'Hoo

Re: You can now link a brokerage account in the Yahoo Finance app!

Hello, I just downloaded the app and it looks pretty neat, however there is no "link to a broker" option on this app, I have the a Samsung galaxy A5 and it has the latest updated software. Any idea why that is?? thanks!

Administratin' 'Hoo

Re: You can now link a brokerage account in the Yahoo Finance app!

Hi @maxximusdelsur - Thank you for downloading the Yahoo Finance app!  When you tap the Menu icon it should be the second choice listed under 'tools'.  What is yours showing in that second position?  Also, in settings under version, what number are you seeing there? 

If you see any helpful posts, give a Kudo! If you see a response that answers your question, please mark Accept as Solution!
'Hoo Recruit

Re: You can now link a brokerage account in the Yahoo Finance app!

I've done this, my robinhood account worked for a week.

Now it is empty and it's asking me to refresh.  When I refresh nothing happens.  I see this was a known issue in the past.  I've attempted logging off and logging back in, and that didn't work.