How it Works

StackUp’s advanced algorithms and machine learning technology power
our objective ratings and analysis on the performance of your portfolio.

1

Sync Your Accounts

Securely sync your accounts so StackUp can start crunching the data. StackUp utilizes bank-level 256-bit SSL encryption.

Select Your Advisor

Let us know which advisor manages your account. You can even select mulitiple advisors for different accounts.

2

3

One Place to See
All Your Accounts

StackUp analyzes, rates, and monitors returns, fees, allocation, and risk, all broken down by account.

Get Actionable Insights

Get clear and actionable insights on what’s working,
what’s not, and what needs your attention.

4

See how your portfolio stacks up

You’ll see all of your investments in one place, get performance
and fee ratings on all your accounts, and it’s 100% free.