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)

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Full List of Coverage

To obtain the full list of Investments' coverage, reach out to our Product Manager, Joe Hargreaves ([email protected]).