Institution and Platform Coverage
Flinks currently connects to 70 unique investment or wealth platforms spread across 45 different financial institutions. This includes full service brokerages, discount/online brokerages, robo-advisors, mutual fund companies, employer portals, as well as certain specialty investment companies.
In many cases, there is a many-to-one relationship between the platforms and the various FIs, where different logins or online portals may be operated by the same financial partner.
For example, BMO has 3 distinct investment offerings which all have different logins and online portal, and are thus treated separately:
- BMO AdviceDirect (Robo-advisory platform)
- BMO InvestorLine (Discount brokerage)
- BMO Nesbitt Burns (Full service brokerage)
Full List of Coverage
To obtain the full list of Investments' coverage, reach out to our Product Manager, Joe Hargreaves ([email protected]).