How to Connect Multiple Brokerage Accounts

Manage someone else’s investments? Here’s how to link additional accounts.

This video shows you how to connect multiple brokerage accounts to your Passiv account. Note that this is an Elite feature. Click on Settings in the sidebar, then scroll down to the Connections box. Click Add another connection. Choose the type of access you want to give: read-only or trading access. You’ll be sent over to Questrade’s site to log in to that account and authorize the API connection, just like you did with your first account. You’ll now see the new account(s) in your Passiv dashboard. Set up target portfolios for the new account(s) and you’re all set!