Track your investments across every brokerage, in one place

Most people end up with money in several places: an old 401k, a Roth IRA, a taxable brokerage account, maybe a partner’s accounts too. Looking at each one on its own, or copying the same mix into every account, hides what you actually own and often wastes tax-efficient space.

Behavioral finance research describes this trap. People tend to judge each account on its own and lose sight of the overall portfolio (Thaler, 1999). Enrich rolls each account into one view, so you can see your true mix and make decisions about the whole, not the pieces.

This is also why copying an identical allocation into every account is rarely the right move. Where you hold something matters as much as what you hold. Enrich shows your true exposure across accounts and helps you place assets in a more tax-efficient way.

Manual entry keeps an account fully disconnected, which some people prefer for certain accounts. The tradeoff is that Enrich will not see new trades, idle cash, or newly opened accounts on its own, so its alerts are limited for anything you enter by hand. It is a good option for accounts you cannot or would rather not link.

Data flows one way, from your institutions to Enrich. Connections are powered by Plaid, and neither Enrich nor Plaid stores your login details or account numbers. Your data is encrypted, Enrich is SOC 2 certified, and it operates as an SEC-registered investment adviser. More on security.

See every position and value in one place without moving a dollar. From there, you can set a target mix for each goal (Asset Allocation), get alerted to drift, idle cash, and tax-loss harvesting (Rebalancing & Alerts), and track how each goal is doing (Financial Planning).