Category
About Us
Account and Login
Bank Transfer
Account Transfer
Trading and Investing
Retirement
Documents and Taxes
Webull Premium
Crypto
Promotions
Market Data and Analysis
Platform Navigation and Features
  • Navigation
  • Features

Third-Party Account Connections


What is the Webull third-party account connection feature?

Webull now supports connecting your Webull account to third-party financial platforms using our Plaid integration. This allows supported budgeting and net-worth tracking apps to securely view your Webull account data alongside your other financial accounts.


Which platforms can I connect to?

Webull can generally be linked through any platform that uses Plaid for account connections. However, availability may vary by platform, since each third-party app determines which institutions it supports. If Webull doesn't appear as an option within a specific platform, we'd recommend reaching out to that platform's support team directly.


How do I connect my Webull account to a third-party app?

Connection steps vary depending on the platform being used. When searching for Webull within a third-party app, look for "Webull Financial" as the institution name. Webull may not always appear in the initial list of supported institutions. If you run into trouble connecting, the third-party platform's support team will generally be able to provide the most accurate guidance, since they control that experience on their end.


Is my data secure when I connect through Plaid?

Plaid uses bank-level encryption and read-only access. Webull does not share your login credentials with the third-party platform.


Can I disconnect a third-party app from my Webull account?

Disconnecting access is managed through the third-party platform, not through Webull. To remove the connection, go to that platform's account or security settings and revoke access to Webull from there.


Was this helpful?
Yes
No