Findex × Consensus Asset Management
Connect Consensus Asset Management to Findex.
Consensus Asset Management About Consensus Asset Management
Consensus Asset Management is an investment platform where users can trade equities, funds, and other financial instruments.
How Findex connects to Consensus Asset Management
Once connected, your Consensus Asset Management holdings appear alongside the rest of your portfolio in Findex. Positions, cost basis, and transactions sync automatically, so every account lives in one view without manual entry.
Getting started
Open the Integrations section in your Findex dashboard, select Consensus Asset Management, and authenticate with your account credentials. The initial sync completes within a few minutes.
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Your complete net worth, finally in one place.
Join investors using Findex to consolidate, track, and grow their portfolios. One view of everything you own.
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