Your depot always in view – that sounds practical, doesn’t it?
With Finance guru It is easy to implement. The smart financial app not only offers an overview of your accounts and contracts, but also enables you to Link depot directly. So you keep an eye on your investments at any time – regardless of whether you want to build up wealth in the long term or keep a look at short -term market developments.
But how exactly does it work Add a depot At Finanzguru? Which banks are supported? And what advantages do integration offer you? In this guide we show you step by stephow you connect your depot and manage your investments even more efficiently.
Add depot in Finanzguru: Step-by-step instructions
A depot in the financial guru app is connected in a few steps:
- Open the finance guru app and open “More” → “bank details”.
- Select the bank where your depot is managed (e.g. Deutsche Bank, Deka-Bank, Scalable Capital).
- Give yours Access data for the online banking of the respective bank.
- Activate the checkboxso that your depot is integrated.
- After confirmation, you will see your depot in the app.
With these simple steps you have your securities stocks in a clear presentation and can understand how your assets develop at any time.
Special information for individual banks
Not every bank works identical. Some providers have special requirements that you should consider:
- DEKA depot: Select the DEKA bank and use your access data. If you no longer know this, you can apply for you again at the DEKA bank.
- Deutsche Bank: Here you have to go up “Renewing access” Click and enter your access data again. Important: Don’t forget to activate the checkbox for depot accounts, otherwise your depot will not be displayed in Finanzguru.
- Scalable capital & finanzen.net: Both depots run over the Baader Bank And are therefore summarized in the app under a single entry. If you have several custody accounts at Baader Bank, you can rename them manually to keep an overview.
Your depot is not displayed? Create virtual depot and maintain manually
Sometimes a depot cannot be linked directly to finance guru – for example with certain Robo-Advisors Like quirion or for smaller banks.
In this case you can manual solution to use.
How to create a virtual depot:
- In the app, select the option for a Manual account.
- Enter your depot data yourself: name of the depot, current deposit value and investment category.
- Save the entries – your depot now appears in the overview.
Important: With this variant you have to update the values ​​yourself regularly, as there is no automatic synchronization.
Which banks are supported by Finanzguru?
The app works with many large banks and brokers. These include:
- German bank
- Comdirect
- INg
- DKB
- Scalable Capital
- Consorsbank
If your bank is not in the list, you can use a virtual depot or check regularly whether Finanzguru integrates new providers.
Security: Is the deposit connection in Finanzguru safe?
Many users wonder if their data is safe.
Finance guru uses Encrypted connections And can only access account information – but not carry out transactions. So you don’t have to worry about selling securities or buying purchases. The app only shows what you would also see in your bank’s online banking.
Does the depot have to be updated regularly?
No, the synchronization runs automatically. If there are still delays, it often helps to renew the connection to the bank. Just on “Renewing access” Click and enter the access data again. In most cases, everything works perfectly again.
Several depots? No problem!
If you have several depots – either at the same bank or with various providers – you can link them all to finance guru. If several depots are summarized under one entry, as is the case with Baader Bank, it will help Renaming functionto keep an overview.
What does it cost to add a depot?
The basic functions of Finanzguru – including deposit integration – are free of charge. If you want to use extended analyzes or additional financial planning tools, you can Financial guru plus Decide that some premium functions offer.
Conclusion: deposit connection with real added value
The integration of a depot in Finanzguru brings many advantages. They keep an eye on all of their assets – from checking accounts to securities.
If your bank is not yet supported, this offers virtual depot A simple alternative. The facility only takes a few minutes, but the benefit for your financial overview is enormous. If you want to manage your finances centrally, you do everything right with Finanzguru.