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How to Connect Your Unocoin Account to Passiv

Navigate to the Connections & Portfolios in your Settings page, where you’ll find your Connections box. You can find and edit each connection here. The Connections Settings enable you to:

  • Choose the level of access for each of your accounts. If you’re an Elite user, you can enable trade access to take advantage of One-Click Trades. One-Click Trades allow you to place your trades directly from Passiv at the click of a button instead of having to login to your brokerage to place the recommended trades.
  • Add account connections. This feature allows you to be able to link multiple accounts seamlessly. For example, you may want to manage your spouse’s or childrens’ accounts as part of your portfolio and be able to track the performance of your entire family’s wealth. You can also connect accounts from multiple brokerages if you have investments with multiple brokerages we support.

To connect your Unocoin account, click Add Another Connection.

Then click Connect Unocoin.

You will now need to generate an API token from the Unocoin website.

Log in to your Unocoin account, and click the drop-down menu on the right side of the screen. Click Settings on the right-most column of the screen:

Scroll down to the Wallet Utilities section, and under API Access, click the Generate Token button:

Copy the API token and paste it into the form on the Passiv website, then click Done:

Your Passiv account will now be linked to Unocoin. Congratulations, and happy investing!