Oakline
Connect your investments and keep your financial picture up to date.
Overview
Oakline is a brokerage for stocks, funds and retirement accounts. The Finos integration brings each Oakline account's value into your net worth, without the detail of individual holdings crowding your daily view.
Key Capabilities
Investments in the total, not in the way.
Finos shows Oakline as account values and monthly change, and leaves trading and research to Oakline itself.
Account values
Each Oakline account's value, updated after market close.
Net worth
Investments added to cash and savings for one total.
Contribution history
Money moved into Oakline tracked as saving, not spending.
Setup Instructions
Connect Oakline once; new accounts opened later appear automatically.
01 — Choose Oakline
Press Connect and sign in to Oakline.
02 — Select the accounts
Choose the accounts to include in your net worth.
03 — Choose the detail
Show values only, or values with holdings.
Security & Privacy
Oakline shares values and transfers over an encrypted, read-only connection. Finos holds no trading permissions and never sees your Oakline password.
Questions, answered clearly.
Your membership brings connected accounts, cards, budgets and goals into one workspace, with planning views, shared access controls and support included.
Yes! You can connect multiple bank accounts and payment cards in one place, making it easy to track transactions, monitor balances, and manage your finances.
Your financial data is protected with secure encryption, strict access controls, and industry-standard security practices to help keep your personal and financial information safe.
Yes! You can invite team members or trusted individuals to your workspace and manage their access permissions to ensure everyone can access only the information they need.
During the 14-day review, you can explore your financial activity, review connected accounts, and evaluate how well the platform meets your needs before making a final decision.
Absolutely! You can cancel your subscription, change your billing plan, or update your payment method at any time through your account settings.
Budgets and goals together
