Automatically Retrieve Investment Data

Get connected with any of over 50 top brokerage firms with BrokerLink™. Automatically download your portfolio activity rather than manually entering it. You'll save tremendous amounts of time keeping your portfolio up to date.

Client Testimonials

"We find BrokerLink very easy to use, saving (us) a lot of time. We like the ability to get all of our data entered and reports produced even before paper statements arrive in the mail!"

Charlene Kleiner
McBean Properties
San Mateo, CA

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BrokerLink Features

Import all types of Brokerage Transactions

Dividend Payments
Interest Payments
Purchase and Sale of Securities
Purchase of Accrued Interest on Bonds
Cash Transfers Between Accounts
Stock Splits

With BrokerLink You Can:

Retrieve, import, and post all of your investment transactions.
Schedule your reports and workload.
Work with multiple investment firms, from major Wall Street firms to mutual fund companies.
View and change your transaction data with ease in the transaction grid.

BrokerLink is Used By:

Family Office Managers
CPAs
Investment Advisors
Portfolio Manager
Individual Investors
Financial Professionals
Trust Administrators
Business Managers

"I used to spend hours entering investment transactions. With BrokerLink, the time I spend is reduced substantially. Once set up, BrokerLink is a great tool!"

— Hiltrud Cathcart - McCabe & Totah

Retrieve and Import Multiple Brokerage Accounts in Seconds

With BrokerLink you save time and improve record accuracy by downloading your brokerage information directly into Navigator. BrokerLink, an add-on module for Navigator, automatically posts the transactions and current market prices that appear on your statements.

Numerous Investment Firms are already providing a direct data-link to BrokerLink and many others are BrokerLink compatible. See the list of supported Investment Firms.

With BrokerLink, you can:

Retrieve current market prices to update your portfolio in a matter of seconds.
Post investment transactions automatically to ensure accuracy.
Post transactions according to your predetermined instructions for each specific transaction type.
Access multiple investment firms.
Manage multiple accounts from one firm or many firms.
Split single transactions into multiple transactions:

Review and resolve transactions before posting with BrokerLink's powerful transaction grid.
View subtotals of all transactions with the same transaction date and ID.

Set separate short- and long-term capital gains accounts for each broker.

BrokerLink Requirements

All users must have Navigator Version 8.2 or above plus an Internet connection. Find out about system specifications and requirements.

BrokerLink Brochure (requires Adobe Acrobat)

View the BrokerLink Brochure