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How do I add my investment account to Mint?

SOLVEDBy Mint4Updated May 17, 2022

To add your investment account to Mint, you may have to tell your investment institution it's OK for Mint to access your data. See the list below for the providers that require this.

Firsthand Funds
MTB Group of Funds
Sit Investments
Touchstone Investments
Scholars Choice - Non Aggregator
Longleaf Partners
Matthews Asia Funds
Third Avenue Funds
Tweedy Browne
First Investors(Now Delaware Funds)
Bridgeway Funds
Fairholme Funds (RI)
ING Investment Management(Tomorrow's Scholar 529 Plan)
Managers Investment Group LLC
The Torray Funds
Seligman Data Corp.
Eaton Vance Mutual Funds
Sit Mutual Funds
BlackRock Asset Management
Domini Social Investments
Virtus Mutual Funds
Voya Mutual Funds (Formerly ING Mutual Funds)
Legg Mason Funds
PAX World Funds
Allegiant Funds
The Torray Funds
Tomorrow's Scholar - Wisconsin 529 Plan
Fremont Funds
Delaware Investments

If your provider is on the list, here's how to give Mint permission to access your info:

  1. Sign in to your investment provider’s website
  2. Go to Profile
  3. Select Security Information
  4. Select External Aggregator Access
  5. Select Subscribe

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