Tradier Brokerage Account

Tradier Brokerage (https://tradier.com) is offered as one of the options, but when I connect I get "No available accounts: Your credentials were correct but there were no available accounts. Please log in with a different account".

 

I have a single active Tradier account. Has anyone successfully integrated YNAB with Tradier Brokerage?

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  • Hello, Maroon Guitar !

    We've closed out Bank Importing threads in the forum to make sure these issues are better resolved. 

    Because financial institutions report data for investment and loan accounts differently than that of checking/savings/credit card accounts, they’ve always proven difficult when it comes to connecting and importing transactions. Even after establishing a connection, it’s expected that investment/loan accounts will import incorrectly, if at all.

    The good news is that because these are typically set up as Tracking accounts, their dollars aren’t included in your categories and therefore won’t affect your daily spending decisions. We certainly understand the motivation for tracking your net worth though, so here’s a simple way to manage these accounts without direct import!
     

    1. Set up the account as an unlinked Tracking account, if you haven't already (Tracking > Asset or Liability).
    2. Create a Scheduled Transaction to show your regular contributions or payments. (If your financial institution offers file exporting, you can also use our File-Based Importing feature in the web app.)
    3. Update the account balance like this as it changes, or as frequently as you’d like.

    Let me know if you have any questions at all!

    If this connection isn't just for investments and you have a checking or savings account there, please fill out this form and our Direct Import team will help you get things back up and running.

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