Verify Once.
Connect Everywhere.
Verify Once. Connect Everywhere.
Verify Once.
Connect Everywhere.
Verify Once.
Connect Everywhere.
Verify Once. Connect Everywhere.
unlock better onboarding, richer data, and smarter decisions with every integration through BrokerBridge connections
unlock better onboarding, richer data, and smarter decisions with every integration through BrokerBridge connections
unlock better onboarding, richer data, and smarter decisions with every integration through BrokerBridge connections
unlock better onboarding, richer data, and smarter decisions with every integration through BrokerBridge connections
unlock better onboarding, richer data, and smarter decisions with every integration through BrokerBridge connections
Connect Investment Accounts
Connect Investment Accounts
Connect Investment Accounts
Connect Investment Accounts
Fast, Secure Integration
Fast, Secure Integration
Fast, Secure Integration
Fast, Secure Integration
See What’s Possible with BrokerBridge
See What’s Possible with BrokerBridge
See What’s Possible with BrokerBridge
See What’s Possible with BrokerBridge
See What’s Possible with BrokerBridge
Why Teams
Choose BrokerBridge
Why Teams
Choose BrokerBridge
Why Teams
Choose BrokerBridge
Why Teams
Choose BrokerBridge
Why Teams
Choose BrokerBridge
One-Time
Identity Verification.
One-Time
Identity Verification.
One-Time Identity Verification.
One-Time Identity Verification.
One-Time
Identity Verification.
Reuse identity data across sessions and services.
Reuse identity data across sessions and services.
Reuse identity data across sessions and services.
Reuse identity data across sessions and services.
Reuse identity data across sessions and services.
Bank
Grade Security.
Bank
Grade Security.
Bank
Grade Security.
Bank
Grade Security.
Built-in encryption, audit logs, and fraud signals.
Built-in encryption, audit logs, and fraud signals.
Built-in encryption, audit logs, and fraud signals.
Built-in encryption, audit logs, and fraud signals.
Built-in encryption, audit logs, and fraud signals.
Real-Time
Brokerage Linking.
Real-Time
Brokerage Linking.
Real-Time Brokerage Linking.
Real-Time
Brokerage Linking.
Instantly fetch balances, holdings, and investment data.
Instantly fetch balances, holdings, and investment data.
Instantly fetch balances, holdings, and investment data.
Instantly fetch balances, holdings, and investment data.
Instantly fetch balances, holdings, and investment data.
Reduce
Drop-Offs Effectively.
Reduce
Drop-Offs Effectively.
Reduce Drop-Offs Effectively.
Reduce Drop-Offs Effectively.
Reduce
Drop-Offs Effectively.
50% fewer, easier steps to successfully onboard clients
50% fewer, easier steps to successfully onboard clients
50% fewer, easier steps to successfully onboard clients
50% fewer, easier steps to successfully onboard clients
50% fewer, easier steps to successfully onboard clients
Quick & Simple
Connection Process.
Quick & Simple
Connection Process.
Quick & Simple
Connection Process.
Quick & Simple
Connection Process.
Quick & Simple Connection Process.
Verify your user’s identity, link their brokerage accounts, and give them instant access to their investments all within a single secure flow.
Verify your user’s identity, link their brokerage accounts, and give them instant access to their investments all within a single secure flow.
Verify your user’s identity, link their brokerage accounts, and give them instant access to their investments all within a single secure flow.
Verify your user’s identity, link their brokerage accounts, and give them instant access to their investments all within a single secure flow.
Verify Identity
Verify Identity
Verify Identity
Verify Identity
Verify Identity
Link Investment Accounts
Link Investment Accounts
Link Investment Accounts
Link Investment Accounts
Link Investment Accounts
Reuse + Reauthenticate
Reuse + Reauthenticate
Reuse + Reauthenticate
Reuse + Reauthenticate
Reuse + Reauthenticate
Built for
Modern Fintech.
Built for
Modern Fintech.
Built for
Modern Fintech.
Built for
Modern Fintech.
Built for Modern Fintech.
Wealth Platforms
Wealth Platforms
Know your user, match their portfolio, unlock features.
Know your user, match their portfolio, unlock features.
Know your user, match their portfolio, unlock features.
Lenders & Neobanks
Lenders & Neobanks
Accelerate underwriting with real income and asset data.
Accelerate underwriting with real income and asset data.
Accelerate underwriting with real income and asset data.
Tax & Accounting Tools
Tax & Accounting Tools
Auto-fill tax forms using verified investment data.
Auto-fill tax forms using verified investment data.
Auto-fill tax forms using verified investment data.
Consumer Finance Apps
Consumer Finance Apps
Let users manage assets and monitor growth instantly.
Let users manage assets and monitor growth instantly.
Let users manage assets and monitor growth instantly.
98%
98%
98%
98%
Average Sync Success Rate
Average Sync Success Rate
Average Sync Success Rate
Average Sync Success Rate
3,200+
3,200+
3,200+
3,200+
Connected Investment Accounts
Connected Investment Accounts
Connected Investment Accounts
Connected Investment Accounts
50ms
50ms
50ms
50ms
Median API Response Time
Median API Response Time
Median API Response Time
Median API Response Time
Enterprise-Grade
Security.
Enterprise-Grade
Security.
Enterprise-Grade
Security.
Enterprise-Grade
Security.
Enterprise-Grade Security.
From data encryption to regulatory readiness, BrokerBridge is built with enterprise-grade security and compliance at its core so you can scale confidently and stay protected.
From data encryption to regulatory readiness, BrokerBridge is built with enterprise-grade security and compliance at its core so you can scale confidently and stay protected.
From data encryption to regulatory readiness, BrokerBridge is built with enterprise-grade security and compliance at its core so you can scale confidently and stay protected.
End-to-end AES encryption
End-to-end AES encryption
SOC 2 Type II and GDPR-ready
SOC 2 Type II and GDPR-ready
Real-time PEPs/sanctions checks
Real-time PEPs/sanctions checks
Deepfake & selfie spoof detection
Deepfake & selfie spoof detection
Behavioral risk scoring (IP, device, biometrics)
Behavioral risk scoring (IP, device, biometrics)
Tokenized access — no data stored
Tokenized access — no data stored
Faster Onboarding Across the
BrokerBridge Network.
Faster Onboarding Across the BrokerBridge Network.
Faster Onboarding Across the
BrokerBridge Network.
Faster Onboarding Across the
BrokerBridge Network.
Faster Onboarding Across the BrokerBridge Network.
Autofill Brokerage Info
Autofill Brokerage Info
Autofill Brokerage Info
Autofill Brokerage Info
Match identity info against known investment accounts before users even
finish onboarding.
Match identity info against known investment accounts before users even
finish onboarding.
Match identity info against known investment accounts before users even finish onboarding.
Verified User Memory
Verified User Memory
Verified User Memory
Verified User Memory
Flag suspicious inputs with network-powered behavior scoring (IP, device, mismatch alerts).
Flag suspicious inputs with network-powered behavior scoring (IP, device, mismatch alerts).
Flag suspicious inputs with network-powered behavior scoring (IP, device, mismatch alerts).
BrokerBridge
Verification Flow.
BrokerBridge
Verification Flow.
BrokerBridge Verification Flow.
BrokerBridge
Verification Flow.
BrokerBridge
Verification Flow.
Verify identity and connect real investment accounts together, in one fast and secure user flow.
Verify identity and connect real investment accounts together, in one fast and secure user flow.
Verify identity and connect real investment accounts together, in one fast and secure user flow.
Verify identity and connect real investment accounts together, in one fast and secure user flow.
Verify identity and connect real investment accounts together, in one fast and secure user flow.
Launch Fast or Integrate Your Way.
Launch Fast or Integrate Your Way.
Launch Fast or Integrate Your Way.
Launch Fast or Integrate Your Way.
Launch Fast or Integrate Your Way.
Start verifying instantly
Start verifying instantly
Create secure investment linking + identity verification flows directly from your BrokerBridge dashboard no code required.
Create secure investment linking + identity verification flows directly from your BrokerBridge dashboard no code required.
Create secure investment linking + identity verification flows directly from your BrokerBridge dashboard no code required.
Create secure investment linking + identity verification flows directly from your BrokerBridge dashboard no code required.
Blend API control with built-in UI
Blend API control with built-in UI
Use our API endpoints while leveraging
BrokerBridge-hosted fallback screens to handleauth errors, retries, or KYC steps.
Use our API endpoints while leveraging
BrokerBridge-hosted fallback screens to handleauth errors, retries, or KYC steps.
Use our API endpoints while leveraging BrokerBridge-hosted fallback screens to handleauth errors, retries, or KYC steps.
Use our API endpoints while leveraging BrokerBridge-hosted fallback screens to handleauth errors, retries, or KYC steps.
Own the full experience
Own the full experience
Embed every part of the flow identity capture, account linking, and auth logic within your own frontend using our SDK.
Embed every part of the flow identity capture, account linking, and auth logic within your own frontend using our SDK.
Embed every part of the flow identity capture, account linking, and auth logic within your own frontend using our SDK.
Embed every part of the flow identity capture, account linking, and auth logic within your own frontend using our SDK.
Talk to Our API Experts.
Talk to Our API Experts.
Talk to Our API Experts.
Talk to Our API Experts.
Talk to Our API Experts.
Let's Get Started
Let's Get Started
Let's Get Started
© 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