Follow this guide to set up your account in 4 steps:

1. Create your account

2. Connect your brokerage

3. Choose your membership

4. Set up your model portfolios

2: Connect your brokerage

1: Find your brokerage

Start typing the name of your brokerage into the box, or scroll down to choose it from the list.

2: Connect Passiv to your brokerage

Passiv connects to your brokerage using SnapTrade, our secure system that lets Passiv see your account data in real time.

Click the blue button that says “Continue”

3: Log into your brokerage

Now you’ll see the login page for your brokerage. Log in as usual.

These next few steps will look different depending on the brokerage you use, but follow a similar process.

4: If required, verify your identity

5: Allow Passiv to connect to your account

Update your device name.

Click the “Allow” button to connect your Passiv and brokerages accounts.

6: Celebrate!

Passiv is now connected to your brokerage!

If you want, you can update names by clicking the pen icon.

You can continue adding more brokerages by following these same steps.

Now let’s choose your membership!