Feature Requests
We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!
Support for embedded bank accounts within brokerage connections (e.g. Morgan Stanley Private Bank via E*TRADE)
Feature Requests
We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!
Support for embedded bank accounts within brokerage connections (e.g. Morgan Stanley Private Bank via E*TRADE)
Some financial institutions offer embedded or linked bank accounts within a brokerage platform – for example, Morgan Stanley Private Bank is accessible through the E*TRADE login with no separate credentials. Currently, when connecting E*TRADE in Piere, only the brokerage account is imported; the embedded bank account is not surfaced.
It would be helpful if Piere could detect and import sub-accounts (like linked bank accounts) that are bundled within a brokerage connection. This would allow users to track both their investment and banking activity in one place without needing a separate login – because in many cases, no separate login exists.
This could apply to similar setups at other institutions where a bank account is embedded within a brokerage or investment platform.