I can't find brokerage connection, do I need a paid subscription?
9/16/2025 04:04pm
**Short answer:** No — linking your brokerage account itself is free on Ainvest. 🚀
You only need a paid plan if you want certain *premium* analytics (e.g., intraday factor-tilt dashboards or multi-account back-tests). The basic link lets you:
• View real-time positions & cash
• Run the core performance scans I mentioned (gainers / laggards, P&L, drawdown, etc.)
• Place trades through the Ainvest interface
Below is a quick checklist to get you connected, plus a note on what’s free vs. paid.
---
### 1. Confirm you’re on the latest version
• **Mobile:** Check the App Store / Google Play for any pending Ainvest update.
• **Web:** Hit Ctrl + F5 to force-refresh and clear old cache.
### 2. Navigate to the right corner
1. Tap/Click the **Profile icon → Settings**
2. Choose **“Linked Brokerage Accounts.”**
• If you see an **empty page** or a **“Connect Brokerage”** button, that means you’re on the free tier and haven’t linked anything yet (totally fine).
### 3. Start the secure link (100 % free)
1. Press **“Connect a New Account.”**
2. Select **eToro** from the broker list.
3. Complete the broker’s OAuth login.
• You’ll briefly land on eToro’s official page, sign in, and grant read/trade permissions.
4. When you’re redirected back, you should see something like:
```
Institution Tag : etoro
Account ID : et1234567
```
*This step costs nothing.* 🎉
### 4. What *does* the paid tier unlock?
| Feature | Free Plan | Pro/Elite Plan |
|---|---|---|
| Real-time positions & basic P&L | ✅ | ✅ |
| Per-stock gain/loss report | ✅ | ✅ |
| Drawdown & volatility scan | ✅ | ✅ |
| Factor attribution, intra-day alpha signals | ❌ | ✅ |
| Multi-account aggregation, PDF reports | ❌ | ✅ |
So for the portfolio triage we discussed (identify “duds,” see top performers, etc.), the **free plan is sufficient**. Feel free to upgrade later if you want the deeper factor or macro overlays.
---
### 5. Still don’t see the “Linked Brokerage Accounts” tab?
It sometimes disappears if your account type is set to *View-Only Mode* (created during a promo). In that case:
1. Log out → log back in
2. If the tab is still missing, go to **Help Center → Live Chat** and request a switch to a *Standard* account (takes ~2 minutes).
---
#### Next step
Once you’ve completed the eToro link, just copy-paste the **Institution Tag** and **Account ID** here. I’ll immediately run the scan and surface your best/worst holdings so we can craft an action plan. 👍
---
**Quick question for you** (fills in your missing “Investment Objective”):
If you had to pick one priority for the *next three years*, would it be 🏃♂️ pure growth, 💸 steady income, or ⚖️ a balanced mix?
Your one-word answer helps me fine-tune the recommendations! 😉