Last Updated: May 28, 2026
Welcome to synctrades ("we," "our," or "us"). These Terms of Service ("Terms") govern your use of our web-based platform application that provides investors and traders with tools to interact with their financial data and create custom spreadsheets for portfolio performance analysis and management.
By accessing or using our service, you agree to be bound by these Terms and our Privacy Policy. If you do not agree to these Terms, please do not use our service.
synctrades is a web-based platform that integrates with multiple brokerage API services to help users access, analyze, and organize their trading and investment information in personalized tabular formats and reports. Our Service operates on a multi-tenant architecture, ensuring secure separation of user data while providing seamless analytical tools for financial decision-making.
Our platform allows you to:
Currently pending: Thinkorswim and Interactive Brokers. Features and availability for these platforms may change prior to their general release.
To use our Service, you must create an account and provide accurate, current, and complete information. You are responsible for:
You agree not to:
synctrades currently supports or is actively developing integrations with the following brokerage platforms via secure OAuth 2.0 authentication. By connecting any brokerage account to our Service, you acknowledge and agree to the terms outlined below for each respective provider.
synctrades integrates with the Charles Schwab Developer API to retrieve account data, transaction history, and position information. Authentication is handled exclusively through Charles Schwab's OAuth 2.0 three-legged authorization workflow. We do not store your Schwab login credentials at any point. By connecting your Schwab account, you agree to Charles Schwab's API Developer Terms of Service and acknowledge that Schwab may revoke API access at any time in accordance with their policies. synctrades is not affiliated with, endorsed by, or sponsored by Charles Schwab & Co., Inc.
synctrades is developing an integration with Interactive Brokers using their Client Portal API and OAuth 2.0 authentication framework. This integration will allow users to retrieve account balances, trade history, and portfolio positions. You must hold a valid Interactive Brokers account and comply with their API usage policies and Client Agreement. synctrades is not affiliated with, endorsed by, or sponsored by Interactive Brokers LLC.
synctrades is developing support for Fidelity Investments and its active trading platform, Fidelity Trader+. This integration will enable access to brokerage account data, transaction records, and portfolio analytics through Fidelity's authorized API channels. Users will be required to authenticate through Fidelity's secure authorization flow and must comply with Fidelity's Customer Agreement and applicable API terms. synctrades is not affiliated with, endorsed by, or sponsored by Fidelity Investments or FMR LLC.
synctrades is developing an integration with E*TRADE, a subsidiary of Morgan Stanley, using the E*TRADE Developer API. This integration will provide access to account data, order history, and market information. By connecting your E*TRADE account, you agree to E*TRADE's API Terms of Use and Developer Agreement. synctrades is not affiliated with, endorsed by, or sponsored by E*TRADE Financial Corporation or Morgan Stanley.
synctrades is developing support for Robinhood, enabling users to connect their Robinhood brokerage accounts to access trade history, positions, and account activity. Authentication will be handled through Robinhood's authorized API access framework. Users must maintain a valid Robinhood account in good standing and comply with Robinhood's Customer Agreement and applicable usage policies. synctrades is not affiliated with, endorsed by, or sponsored by Robinhood Markets, Inc.
For all third-party integrations, synctrades acts solely as a data aggregation and visualization layer. We do not execute trades, manage assets, or provide investment advice on behalf of any connected brokerage. All brokerage services remain subject to their own independent terms, conditions, and regulatory requirements.
We offer both free and paid subscription plans. For paid subscriptions:
The Service and its original content, features, and functionality are owned by synctrades and are protected by international copyright, trademark, patent, trade secret, and other intellectual property laws.
You retain ownership of any data you input into the Service. However, you grant us a limited license to use this data to provide the Service to you.
IMPORTANT: The Service is provided "as is" without warranties of any kind. We do not provide investment advice, and the Service is for informational and analytical purposes only.
We may terminate or suspend your account and access to the Service immediately, without prior notice, for any reason, including breach of these Terms.
Upon termination, your right to use the Service will cease immediately, and any data associated with your account may be deleted.
We reserve the right to modify these Terms at any time. We will notify users of significant changes by posting the updated Terms on our website and updating the "Last Updated" date.
Your continued use of the Service after changes take effect constitutes acceptance of the updated Terms.
These Terms are governed by and construed in accordance with the laws of the United States. Any disputes arising from these Terms or your use of the Service will be resolved through binding arbitration.
If you have any questions about these Terms of Service, please contact us at: