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The Yodlee Service is provided on an "as is" and "as available" basis. "Xero" and "Beautiful business" are trademarks of Xero Limited.

I've just confirmed with the team, Yodlee do indeed allow these types of accounts to have feeds, they're unsupported account types in Xero. This would be great ... very valuable. We have the ability to run the business from a variety of our locations with minimal risk of disruption.
Your use of the Yodlee Service and all information, products and other content (including that of third parties) included in or accessible from the Yodlee Service is at Your sole risk. Data, Apps, & APIs Please do this feature, there's no reason not to do it. People earning between $35,000 and $75,000 annually traded stocks about 90% more than the week prior to receiving their stimulus check. Find out what new EU standards and changes mean for you. If there's any plans to develop I'll definitely loop you all in of this here, but in the meantime please do add your vote if you haven't already. Any update from Xero here? We have multiple clients who would greatly benefit from direct feeds from Interactive Brokers into Xero. Get connected today. When I connect to this account using other Yodlee-powered sites (eg. This would be an amazing feature to have. Hi Brian. We are a truly global broker, with offices and staff located around the world.

We really need this feature.

Hi everyone, Come on over to the new discussions in Thanks! Started by

Any way to do this or add this feature? For your protection, Xero logs out when there's no activity for more than 60 minutes.

Tools for our financial services partners to integrate with Xero. You are licensing to Xero and Yodlee, Inc. (“Yodlee”), any data, passwords or other information (collectively, “Content”) You provide through or to the Yodlee Service. Find videos on using Xero, case studies, product updates and more on Xero TV No advice or information, whether oral or written, obtained by You from Xero or Yodlee through or from the Yodlee Service will create any warranty not expressly stated in these terms.© 2020 Xero Limited. Some versatility in 'account type' to handel managed/mutual funds, stocks/bonds, forex trades etc would be awesome.

Xero and Yodlee expressly disclaim all warranties of any kind as to the Yodlee Service and all information, products and other content (including that of third parties) included in or accessible from the Yodlee Service , whether express or implied, including, but not limited to the implied warranties of merchantability, fitness for a particular purpose and non-infringement.Xero and Yodlee make no warranty that (i) the Yodlee Service will meet Your requirements, (ii) the Yodlee Service will be uninterrupted, timely, secure, or error-free, (iii) the results that may be obtained from the use of the Yodlee Service will be accurate or reliable, (iv) the quality of any products, services, information, or other material purchased or obtained by you through the Yodlee Service will meet your expectations, or (v) any errors in the technology will be corrected.Any material downloaded or otherwise obtained through the use of the Yodlee Service is done at Your own discretion and risk and You are solely responsible for any damage to Your computer system or loss of data that results from the download of any such material. Sorry there seems to have been a miscommunication of this info!
Our clients have many brokerage/investment accounts - mainly with Fidelity, Morgan Stanley, Wells Fargo, Goldman Sachs, and Merrill Lynch.

I spoke with Robert in customer service (ticket #1199139) about this and he said he'd spoken with his team lead and with a developer who'd told him Xero couldn't support these types of accounts because of a Yodlee limitation. There are several accounts I have that I will not be able to migrate to Xero until this is available. Our office manages several entities, and I would love to move our business to xero. It really would be awesome to have Charles Schwab and Interactive Brokers direct feed into Xero and Sharesight.
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