One API to Connect
to Every Investment
Account

One API to Connect
to Every Investment
Account

Verify Once. Connect Everywhere.

Verify Once. Connect Everywhere.

One API to Connect
to Every Investment
Account

Seamlessly connect brokerage, crypto, and retirement accounts with real-time sync, investment-native architecture, and dev-first APIs built for speed, scale, and compliance.

Seamlessly connect brokerage, crypto, and retirement accounts with real-time sync, investment-native architecture, and dev-first APIs built for speed, scale, and compliance.

Seamlessly connect brokerage, crypto, and retirement accounts with real-time sync, investment-native architecture, and dev-first APIs built for speed, scale, and compliance.

Seamlessly connect brokerage, crypto, and retirement accounts with real-time sync, investment-native architecture, and dev-first APIs built for speed, scale, and compliance.

Seamlessly connect brokerage, crypto, and retirement accounts with real-time sync, investment-native architecture, and dev-first APIs built for speed, scale, and compliance.

See What’s Possible with BrokerBridge

See What’s Possible with BrokerBridge

See What’s Possible with BrokerBridge

Link investment

Link investment

Securely connect IRAs, 401(k)s, and other investment portfolios. Supports major brokerages and custodians like Fidelity, Vanguard, and more.

Securely connect IRAs, 401(k)s, and other investment portfolios. Supports major brokerages and custodians like Fidelity, Vanguard, and more.

Brokerage Platforms

Brokerage Platforms

Real-time sync with stock, options, and ETF trading accounts. Designed to work with platforms like Robinhood, Schwab, E*TRADE, etc.

Real-time sync with stock, options, and ETF trading accounts. Designed to work with platforms like Robinhood, Schwab, E*TRADE, etc.

Crypto Accounts

Crypto Accounts

Link wallets and crypto accounts securely with full transaction visibility. Supports Coinbase, Binance, and other major exchanges.

Link wallets and crypto accounts securely with full transaction visibility. Supports Coinbase, Binance, and other major exchanges.

See What’s Possible with BrokerBridge

Link investment

Securely connect IRAs, 401(k)s, and other investment portfolios. Supports major brokerages and custodians like Fidelity, Vanguard, and more.

Brokerage Platforms

Real-time sync with stock, options, and ETF trading accounts. Designed to work with platforms like Robinhood, Schwab, E*TRADE, etc.

Crypto Accounts

Link wallets and crypto accounts securely with full transaction visibility. Supports Coinbase, Binance, and other major exchanges.

See What’s Possible with BrokerBridge

Link investment

Securely connect IRAs, 401(k)s, and other investment portfolios. Supports major brokerages and custodians like Fidelity, Vanguard, and more.

Brokerage Platforms

Real-time sync with stock, options, and ETF trading accounts. Designed to work with platforms like Robinhood, Schwab, E*TRADE, etc.

Crypto Accounts

Link wallets and crypto accounts securely with full transaction visibility. Supports Coinbase, Binance, and other major exchanges.

Use Cases

Allow users to securely connect their brokerage and crypto accounts for real-time portfolio tracking, including asset allocation, performance, and transaction history.

Use Cases

Allow users to securely connect their brokerage and crypto accounts for real-time portfolio tracking, including asset allocation, performance, and transaction history.

Use Cases

Allow users to securely connect their brokerage and crypto accounts for real-time portfolio tracking, including asset allocation, performance, and transaction history.

Use Cases

Allow users to securely connect their brokerage and crypto accounts for real-time portfolio tracking, including asset allocation, performance, and transaction history.

Use Cases

Allow users to securely connect their brokerage and crypto accounts for real-time portfolio tracking, including asset allocation, performance, and transaction history.

Investment Native architecture

Investment Native architecture

Investment Native architecture

Investment Native architecture

Investment Native architecture

Seamlessly integrate retirement account options into your investment ecosystem.
BrokerBridge makes it easy to connect and manage both 401(k)s and IRAs within a unified, secure framework. Our architecture is designed for flexibility, ensuring compliance with account sponsorship rules while maximizing choice for investors.

Seamlessly integrate retirement account options into your investment ecosystem.
BrokerBridge makes it easy to connect and manage both 401(k)s and IRAs within a unified, secure framework. Our architecture is designed for flexibility, ensuring compliance with account sponsorship rules while maximizing choice for investors.

Seamlessly integrate retirement account options into your investment ecosystem.
BrokerBridge makes it easy to connect and manage both 401(k)s and IRAs within a unified, secure framework. Our architecture is designed for flexibility, ensuring compliance with account sponsorship rules while maximizing choice for investors.

Seamlessly integrate retirement account options into your investment ecosystem.
BrokerBridge makes it easy to connect and manage both 401(k)s and IRAs within a unified, secure framework. Our architecture is designed for flexibility, ensuring compliance with account sponsorship rules while maximizing choice for investors.

401ks

401ks

Employer-sponsored retirement plans for workplace savings

Employer-sponsored retirement plans for workplace savings

Employer-sponsored retirement plans for workplace savings

Employer-sponsored retirement plans for workplace savings

Higher contribution limits than IRAs

Higher contribution limits than IRAs

Higher contribution limits than IRAs

Higher contribution limits than IRAs

Streamlined investment menus

Streamlined investment menus

Streamlined investment menus

Streamlined investment menus

Optional loan features in many plans

Optional loan features in many plans

Optional loan features in many plans

Optional loan features in many plans

Available through an employer offering a 401k

Available through an employer offering a 401k

Available through an employer offering a 401k

Available through an employer offering a 401k

Account Sponsorship

Account Sponsorship

Account Sponsorship

Account Sponsorship

Eligibility Rules

Eligibility Rules

Eligibility Rules

Eligibility Rules

Contribution Limits

Contribution Limits

Contribution Limits

Contribution Limits

Investment Options

Investment Options

Investment Options

Investment Options

Withdrawal Rules

Withdrawal Rules

Withdrawal Rules

Withdrawal Rules

IRAs

IRAs

Individually managed accounts via retail brokerages

Individually managed accounts via retail brokerages

Individually managed accounts via retail brokerages

Individually managed accounts via retail brokerages

Lower contribution limits than 401ks

Lower contribution limits than 401ks

Lower contribution limits than 401ks

Lower contribution limits than 401ks

Broad investment flexibility across asset classes

Broad investment flexibility across asset classes

Broad investment flexibility across asset classes

Broad investment flexibility across asset classes

No borrowing features

No borrowing features

No borrowing features

No borrowing features

Available to anyone who qualifies

Available to anyone who qualifies

Available to anyone who qualifies

Available to anyone who qualifies

401ks

Employer-sponsored retirement plans for workplace savings

Higher contribution limits than IRAs

Streamlined investment menus

Optional loan features in many plans

Available through an employer offering a 401k

Account Sponsorship

Eligibility Rules

Contribution Limits

Investment Options

Withdrawal Rules

IRAs

Individually managed accounts via retail brokerages

Lower contribution limits than 401ks

Broad investment flexibility across asset classes

No borrowing features

Available to anyone who qualifies

Real-time data sync

Real-time data sync

Real-time data sync

Real-time data sync

Real-time data sync

BrokerBridge streams account changes as they happen so portfolios, dashboards, and workflows stay up to date without cron jobs or manual refreshes. Our event bus normalizes signals from multiple custodians and brokers, then delivers clean deltas your app can apply in seconds.

BrokerBridge streams account changes as they happen so portfolios, dashboards, and workflows stay up to date without cron jobs or manual refreshes. Our event bus normalizes signals from multiple custodians and brokers, then delivers clean deltas your app can apply in seconds.

BrokerBridge streams account changes as they happen so portfolios, dashboards, and workflows stay up to date without cron jobs or manual refreshes. Our event bus normalizes signals from multiple custodians and brokers, then delivers clean deltas your app can apply in seconds.

BrokerBridge streams account changes as they happen so portfolios, dashboards, and workflows stay up to date without cron jobs or manual refreshes. Our event bus normalizes signals from multiple custodians and brokers, then delivers clean deltas your app can apply in seconds.

Developer-first with clean APIs + SDKs

Developer-first with clean APIs + SDKs

Developer-first with clean APIs + SDKs

Developer-first with clean APIs + SDKs

Developer-first with clean APIs + SDKs

Our developer tools are designed with simplicity and scalability in mind. Whether you’re integrating retirement account data, executing trades, or generating insights, our APIs and SDKs offer a clean, well-documented foundation that gets you from idea to deployment in record time

Our developer tools are designed with simplicity and scalability in mind. Whether you’re integrating retirement account data, executing trades, or generating insights, our APIs and SDKs offer a clean, well-documented foundation that gets you from idea to deployment in record time

Our developer tools are designed with simplicity and scalability in mind. Whether you’re integrating retirement account data, executing trades, or generating insights, our APIs and SDKs offer a clean, well-documented foundation that gets you from idea to deployment in record time

Our developer tools are designed with simplicity and scalability in mind. Whether you’re integrating retirement account data, executing trades, or generating insights, our APIs and SDKs offer a clean, well-documented foundation that gets you from idea to deployment in record time

APIs + SDKs

APIs + SDKs

BrokerBridge gives your team pragmatic, well-documented building blocks: stable REST endpoints, predictable responses, and battle-tested SDKs that handle the heavy lifting so you can ship faster with fewer edge cases.

BrokerBridge gives your team pragmatic, well-documented building blocks: stable REST endpoints, predictable responses, and battle-tested SDKs that handle the heavy lifting so you can ship faster with fewer edge cases.

BrokerBridge gives your team pragmatic, well-documented building blocks: stable REST endpoints, predictable responses, and battle-tested SDKs that handle the heavy lifting so you can ship faster with fewer edge cases.

BrokerBridge gives your team pragmatic, well-documented building blocks: stable REST endpoints, predictable responses, and battle-tested SDKs that handle the heavy lifting so you can ship faster with fewer edge cases.

BrokerBridge gives your team pragmatic, well-documented building blocks: stable REST endpoints, predictable responses, and battle-tested SDKs that handle the heavy lifting so you can ship faster with fewer edge cases.

RESTful endpoints with consistent JSON schemas

RESTful endpoints with consistent JSON schemas

RESTful endpoints with consistent JSON schemas

OAuth2 + scoped tokens and fine-grained permissions

OAuth2 + scoped tokens and fine-grained permissions

OAuth2 + scoped tokens and fine-grained permissions

Webhooks for key events (account linked, contribution posted, order status)

Webhooks for key events (account linked, contribution posted, order status)

Webhooks for key events (account linked, contribution posted, order status)

Idempotency keys, smart retries, and clear error codes

Idempotency keys, smart retries, and clear error codes

Idempotency keys, smart retries, and clear error codes

Versioned docs, quickstarts, and copy-paste examples for JS/TS and Python

Versioned docs, quickstarts, and copy-paste examples for JS/TS and Python

Versioned docs, quickstarts, and copy-paste examples for JS/TS and Python

Compliance and security frameworks

Compliance and security frameworks

Compliance and security frameworks

Compliance and security frameworks

Compliance and security frameworks

Meet and exceed regulatory standards without the extra work.
BrokerBridge integrates industry-leading compliance controls and security safeguards into every touchpoint. With a central hub for monitoring and managing access, you can maintain peace of mind knowing your connections are both compliant and secure.

Meet and exceed regulatory standards without the extra work.
BrokerBridge integrates industry-leading compliance controls and security safeguards into every touchpoint. With a central hub for monitoring and managing access, you can maintain peace of mind knowing your connections are both compliant and secure.

Meet and exceed regulatory standards without the extra work.
BrokerBridge integrates industry-leading compliance controls and security safeguards into every touchpoint. With a central hub for monitoring and managing access, you can maintain peace of mind knowing your connections are both compliant and secure.

Meet and exceed regulatory standards without the extra work.
BrokerBridge integrates industry-leading compliance controls and security safeguards into every touchpoint. With a central hub for monitoring and managing access, you can maintain peace of mind knowing your connections are both compliant and secure.

Security Access

Security isn’t an afterthought—it’s engineered into every connection BrokerBridge enables. Our Security Access framework gives you the power to define, monitor, and adapt permissions at a granular level while maintaining a frictionless workflow for trusted users.

Security Access

Security isn’t an afterthought—it’s engineered into every connection BrokerBridge enables. Our Security Access framework gives you the power to define, monitor, and adapt permissions at a granular level while maintaining a frictionless workflow for trusted users.

Security Access

Security isn’t an afterthought—it’s engineered into every connection BrokerBridge enables. Our Security Access framework gives you the power to define, monitor, and adapt permissions at a granular level while maintaining a frictionless workflow for trusted users.

Security Access

Security isn’t an afterthought—it’s engineered into every connection BrokerBridge enables. Our Security Access framework gives you the power to define, monitor, and adapt permissions at a granular level while maintaining a frictionless workflow for trusted users.

Security Access

Security isn’t an afterthought—it’s engineered into every connection BrokerBridge enables. Our Security Access framework gives you the power to define, monitor, and adapt permissions at a granular level while maintaining a frictionless workflow for trusted users.

Happy Users

A secure system is only as strong as the adoption it achieves. BrokerBridge is designed to keep users (whether investors, advisors, or operations teams) happy from their very first login.
A unified portal brings every account and investment tool into a single, secure experience, making it easy for users to monitor performance, review activity, and stay informed without navigating multiple systems.

Happy Users

A secure system is only as strong as the adoption it achieves. BrokerBridge is designed to keep users (whether investors, advisors, or operations teams) happy from their very first login.
A unified portal brings every account and investment tool into a single, secure experience, making it easy for users to monitor performance, review activity, and stay informed without navigating multiple systems.

Happy Users

A secure system is only as strong as the adoption it achieves. BrokerBridge is designed to keep users (whether investors, advisors, or operations teams) happy from their very first login.
A unified portal brings every account and investment tool into a single, secure experience, making it easy for users to monitor performance, review activity, and stay informed without navigating multiple systems.

Happy Users

A secure system is only as strong as the adoption it achieves. BrokerBridge is designed to keep users (whether investors, advisors, or operations teams) happy from their very first login.
A unified portal brings every account and investment tool into a single, secure experience, making it easy for users to monitor performance, review activity, and stay informed without navigating multiple systems.

Happy Users

A secure system is only as strong as the adoption it achieves. BrokerBridge is designed to keep users (whether investors, advisors, or operations teams) happy from their very first login.
A unified portal brings every account and investment tool into a single, secure experience, making it easy for users to monitor performance, review activity, and stay informed without navigating multiple systems.

Security Connect

We built BrokerBridge with a security-first mindset. From the moment your system connects, our Secure Boot process ensures every interaction is authenticated, encrypted, and validated. Our ongoing security advisories keep you ahead of threats and aligned with industry best practices.

Security Connect

We built BrokerBridge with a security-first mindset. From the moment your system connects, our Secure Boot process ensures every interaction is authenticated, encrypted, and validated. Our ongoing security advisories keep you ahead of threats and aligned with industry best practices.

Security Connect

We built BrokerBridge with a security-first mindset. From the moment your system connects, our Secure Boot process ensures every interaction is authenticated, encrypted, and validated. Our ongoing security advisories keep you ahead of threats and aligned with industry best practices.

Security Connect

We built BrokerBridge with a security-first mindset. From the moment your system connects, our Secure Boot process ensures every interaction is authenticated, encrypted, and validated. Our ongoing security advisories keep you ahead of threats and aligned with industry best practices.

Security Connect

We built BrokerBridge with a security-first mindset. From the moment your system connects, our Secure Boot process ensures every interaction is authenticated, encrypted, and validated. Our ongoing security advisories keep you ahead of threats and aligned with industry best practices.

Want access to top brokerages? We’ve got the (API) keys.

Want access to top brokerages? We’ve got the (API) keys.

Want access to top brokerages? We’ve got the (API) keys.

Want access to top brokerages? We’ve got the (API) keys.

Want access to top brokerages? We’ve got the (API) keys.

Stop wasting time on integrations. Our APIs connect you to live investment data across leading brokerages securely, instantly, and at scale.

Stop wasting time on integrations. Our APIs connect you to live investment data across leading brokerages securely, instantly, and at scale.

Stop wasting time on integrations. Our APIs connect you to live investment data across leading brokerages securely, instantly, and at scale.

Stop wasting time on integrations. Our APIs connect you to live investment data across leading brokerages securely, instantly, and at scale.

Stop wasting time on integrations. Our APIs connect you to live investment data across leading brokerages securely, instantly, and at scale.

© 2025 BrokerBridge, a Surmount company. All rights reserved.

Terms and Conditions

Privacy Policy

© 2025 BrokerBridge, a Surmount company. All rights reserved.

Terms and Conditions

Privacy Policy

© 2025 BrokerBridge, a Surmount company. All rights reserved.

Terms and Conditions

Privacy Policy

© 2025 BrokerBridge, a Surmount company. All rights reserved.

Terms and Conditions

Privacy Policy

© 2025 BrokerBridge, a Surmount company. All rights reserved.

Terms and Conditions

Privacy Policy