Peek is automatically connected to thousands of accounts and brokerages worldwide, so all your holdings get updated automatically without manual input.
If integrations are important to you, check out some of the institutions on Peek’s list! We cover many of the major brokerages, banks, robo-advisors, and crypto wallets.
The additional list of integrations we have via our partner Plaid can be viewed here.
Check if the coverage suits your needs!
Here are our upcoming integrations!
Important Account Notices & Updates:
Charles Schwab: Currently, we support most Charles Schwab accounts, but employee equity accounts are not yet available for integration.
Morgan Stanley: Morgan Stanley via Plaid is temporarily unavailable.
We’re continually working to expand our support for more account types. Please check back for updates, or contact our support team if you have any questions regarding account compatibility.