How does Exirio connect to banks and brokers?

Updated

Exirio connects to more than 12,000 banks and brokers through third-party access, so you can pull external account holdings into one place and track them alongside the rest of your wealth. This works best if your bank or broker is inside that supported network; if it is not, the connection route is the first thing to check before relying on Exirio for a complete picture.

What the connection actually does

The connection is an access layer, not a separate account. Once a bank or broker is linked, Exirio can read the holdings in that external account and fold them into the same view as your other assets.

That matters because Exirio is built around a single consolidated view. Its own description is "All your wealth, in one place," with multi-asset and multi-currency tracking. A bank or broker link is how assets that already live somewhere else get into that view.

After connecting, the practical result is:

  • External positions appear alongside your other holdings instead of staying in a separate app or spreadsheet.
  • The account is tracked in the currency it uses, within a multi-currency setup.
  • You can follow the key metrics Exirio reports for investments across the combined portfolio.

Why the 12,000 figure is the deciding factor

The number of supported institutions is not a marketing detail — it is the condition that determines whether Exirio can cover your situation at all.

  • If your bank or broker is in the network, you can connect it and see those holdings in Exirio.
  • If it is not, that account cannot be pulled in through this route, and your consolidated view will have a gap.

So the useful first step is not "how do I connect" but "is my institution supported." Check your specific bank or broker against the supported list before assuming the connection will work.

How to approach setting it up

  1. Identify the banks and brokers you actually want to track. List them rather than thinking in general terms, since coverage is decided institution by institution.
  2. Confirm each one is within the supported network. This is the step that determines whether the rest is worth doing.
  3. Connect the accounts you want included, using the third-party access route Exirio provides.
  4. Verify what came through. After linking, check that the holdings and currency shown match what you expect, so you are not tracking an incomplete or misread position.

The expected result at the end is a single view in which external bank and broker holdings sit next to your other assets, rather than a set of disconnected accounts.

Common sticking points

  • Coverage gaps. The most likely problem is simply that a given institution is not among the supported banks and brokers. This is a coverage question, not a setup mistake.
  • Currency handling. Because the setup is multi-currency, an account may be tracked in its own currency rather than converted into one base currency. Expect to see holdings in the currency they use.
  • Access vs. ownership. Connecting gives Exirio third-party access to view external account data. It is a tracking connection, not a transfer of the assets themselves.

What this means for choosing Exirio

Exirio fits you if the banks and brokers you use are inside its supported network and you want their holdings consolidated with everything else in one multi-currency view. It fits you less well if a significant part of your wealth sits at an institution outside that network, because that portion will not appear in the consolidated picture.

The deciding question is concrete: are your accounts supported? Answer that first, and the rest of the setup follows from it.