We’ve changed data providers for several broker connections to continue improving the reliability and accuracy of your synced data. As a result, if you previously connected your broker using our old provider (Yodlee), you’ll need to reconnect using Snap Trade, a data provider who already provide data for a number of our Broker Account Connections.
You should get an in-app message in your Delta Home if you’re affected, but you can always check by heading to your Connections.
Here’s what you need to do to ensure a smooth transition and avoid any duplicate transactions.
What’s changing?
Some broker connections made through our previous data provider will no longer sync. To continue tracking your investments in Delta, these connections must be replaced with a fresh Broker Connection using our new connection type.
Don’t worry, this is a one-time change and we’ve made the process as simple as possible.
Step-by-step: How to update your broker connection
Open Delta and navigate to your Broker Connection.
Identify the broker account that’s no longer syncing.
Remove the old connection — but keep the data.
When removing the connection, make sure to choose the option to keep the imported transactions. This ensures your historical data stays in place and nothing is lost.
Add the new connection using SnapTrade.
Follow the usual steps to add your broker again, but this time, the connection will be via SnapTrade.
Set the correct import date.
During setup, you’ll be asked to choose an import date. To avoid duplicate transactions:
Set this date as today, or
Use the date of your last successful sync if you have it
That’s it. You’re good to go!
Why this matters
Accurate, real-time tracking depends on stable broker integrations. By switching to SnapTrade for these brokers, we’re ensuring better performance, broader broker support, and improved reliability moving forward.
Questions? Something not working?
If you need help with this or have questions about which brokers are affected, reach out to us at support@delta.app.
We’re here to help!