Questions:
Account Connections

From the main menu dropdown, click on Add Account and follow the prompts.

Rainbook uses a number of APIs to connect your accounts. The API Rainbook utilizes depends on the  financial institution or investment fund that you are adding to your Rainbook. We work with major partners such as Mornignstar and Plaid.

To maximize the Advisor Analyzer experience, you should connect your brokerage account, who is the custodian of the assets within your portfolio. This gives Rainbook the ability to calculate all the fees associated with your account.

Accounts will update daily, at a minimum.

At the bottom of the account connection page, you have the opportunity to upload PDF statement or can request an account connection to be added.

Yes you can. Your advisor-managed account can be connected within the Advisor Analyzer of Rainbook. Your self-directed accounts can be connected within the Wealth Hub, which can be accessed from your Profile page.

Rainbook has connections to over 10,000 US based financial and investment institutions. Please reach out via phone or email if you cannot locate your brokerage or institution. In addition, investors have the option to upload a PDF statement which the Advisor Analyzer can use to generate your Rainbook Advisor Score.

Please email support@rainbook.com. Or you can upload your PDF statement.