Aggregate positions
Review supported positions and balances across connected investment accounts in one portfolio view.
NB
Brokerage
Connect National Bank Direct Brokerage to Fillfolio, Google Sheets™ & MCP
Fillfolio supports read-only portfolio aggregation through National Bank Direct Brokerage. Review available holdings, activity coverage, limitations, and the connection model before you connect.
Status
Supported
Connection type
Brokerage
Availability
Availability varies by institution, account type, and provider coverage
Method
Read-only account authorization
Available data
- Current positions
- Account balances
- Supported activity history
Coverage and limitations
Positions and cash may be available while activity history or cost basis is incomplete. Coverage depends on the institution, account type, and permissions. Fillfolio does not enable trading.
Connection guide
How to connect National Bank Direct Brokerage
- 1
Choose National Bank Direct Brokerage from the connection search and continue to the secure authorization flow.
- 2
Sign in with the institution and approve only the accounts you want Fillfolio to display.
- 3
Return to Fillfolio and review the synchronized accounts, coverage, and freshness status.
Practical uses
What you can do with this connection
Keep sources identifiable
See the institution and account behind each synchronized holding rather than flattening away its origin.
Handle incomplete history honestly
Show cost basis and activity only when the connected account provides enough reliable data.
Use your data
Available Fillfolio surfaces
Questions
Before you connect
What can Fillfolio show from National Bank Direct Brokerage?
Supported investment positions and account cash, with cost basis and activity where the institution supplies them. Account types and fields can differ, and missing data remains explicitly unavailable.
Is National Bank Direct Brokerage activity a complete transaction history?
Positions and cash do not establish complete activity history. Available history depends on the institution, account type, connection permissions, and history window. Check the connection's coverage status before using activity as a complete ledger.
Can National Bank Direct Brokerage availability change?
Positions and cash may be available while activity history or cost basis is incomplete. Coverage depends on the institution, account type, and permissions. Fillfolio does not enable trading. Institutions and connection providers can change account coverage, permissions, authentication requirements, and maintenance status.
Can Fillfolio transact through National Bank Direct Brokerage?
No. Fillfolio is read-only portfolio tracking software. It cannot trade, transfer, approve, sign, or move money.
Related brokerages
Fillfolio is not affiliated with, endorsed by, or sponsored by National Bank Direct Brokerage. National Bank Direct Brokerage and its marks belong to their respective owner. This page describes technical compatibility only. Fillfolio is portfolio tracking software, not investment, tax, or legal advice.