Full control over your connections
You’re always in control of which accounts Tendrill can access. Add new brokerages, refresh stale connections, or remove accounts entirely - all from your dashboard or via text.Adding a new account
Connect additional brokerages to get a complete picture of your investments.Open your Tendrill dashboard
Visit tendrill.ai and log in
Why connect multiple accounts?
Complete portfolio view
See all your investments in one place, regardless of where they’re held
Better insights
Tendrill can analyze your overall allocation and diversification
Unified alerts
Get notified about any holding, no matter which account it’s in
Accurate performance
Track your total investment performance across all accounts
Refreshing account data
Your portfolio data syncs automatically, but sometimes you may want to trigger a manual refresh.Automatic sync schedule
| Data Type | Refresh Frequency |
|---|---|
| Holdings & positions | Daily (overnight) |
| Account balances | Daily |
| Transactions | Daily |
| Cost basis updates | Within 24-48 hours of trades |
Manual refresh options
Via text:- Go to your connected accounts
- Click the refresh icon (🔄) next to any account
- Wait for the sync to complete (usually under 1 minute)
Some brokerages have rate limits on how often data can be refreshed. If you’ve recently triggered a refresh, you may need to wait before requesting another.
Removing an account
You can disconnect any account at any time. This immediately revokes Tendrill’s access to that account’s data.Go to your dashboard
Visit tendrill.ai
What happens when you disconnect
- Immediately: Tendrill loses access to that account’s data
- Within 24 hours: Historical data for that account is purged from our systems
- Alerts stop: You won’t receive notifications for holdings in the removed account
- Plaid access revoked: The connection is terminated at the Plaid level
Alternative: Revoke via Plaid
You can also manage connections through Plaid’s consumer portal:- Visit my.plaid.com
- Find Tendrill in your connected apps
- Click to revoke access
Reconnecting expired accounts
Connections can expire for several reasons. When this happens, you’ll see a notification in your dashboard and receive a text.
Tendrill - Today 8:30 AM
Heads up: Your Fidelity connection needs attention.
This can happen when passwords change or your brokerage updates their security.
Tap here to reconnect: tendrill.ai/reconnect/abc123
I’ll resume monitoring once you’re reconnected!
Common reasons for expiration
| Reason | How to Fix |
|---|---|
| Password changed at brokerage | Reconnect with new password |
| Brokerage security update | Re-authenticate through Plaid |
| 90-day re-verification requirement | Log in again to confirm access |
| Failed refresh attempts | Reconnect and verify credentials |
Viewing account status
Your dashboard shows the status of each connected account:| Status | Meaning |
|---|---|
| 🟢 Connected | Active and syncing normally |
| 🟡 Syncing | Data refresh in progress |
| 🔴 Needs attention | Reconnection required |
| ⚪ Recently added | Initial data sync in progress |
Managing account nicknames
Give your accounts friendly names to keep track of them easily:| Account | Value | Last Synced | Actions |
|---|---|---|---|
| 🟢 “Main Trading” (Fidelity) | $127,450 | 2 hours ago | Rename, Refresh, Disconnect |
| 🟢 “Retirement” (Vanguard) | $245,000 | 3 hours ago | Rename, Refresh, Disconnect |
| 🟢 “Fun Money” (Robinhood) | $8,500 | 1 hour ago | Rename, Refresh, Disconnect |
FAQ
How many accounts can I connect?
How many accounts can I connect?
There’s no hard limit. Connect as many brokerages and accounts as you need to get a complete view of your investments.
Will removing an account delete my conversation history?
Will removing an account delete my conversation history?
No. Your conversation history with Tendrill is preserved. Only the portfolio data from that specific account is removed.
Can I connect the same brokerage twice?
Can I connect the same brokerage twice?
If you have multiple logins at the same brokerage (for example, personal and business accounts), you can connect each separately.
What if I close an account at my brokerage?
What if I close an account at my brokerage?
The connection will eventually fail during a sync attempt. You can proactively remove it from Tendrill before that happens.