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Secure Access Code

Want to add your ShareBuilder Accounts to your financial management tool? Since we’re sticklers when it comes to security, we’ve created a more secure way to share your information. You’ll create your own access code to enter into your tool instead of your password. It only takes a few seconds to protect yourself with an extra layer of security.

First, get your access code

  1. Sign In to your ShareBuilder Account
  2. Go to Accounts > Overview > Profile & Settings
  3. In the lower-right corner, click Create Access Code
  4. Click Save Access Code
Click: Create Access Code

Then, connect your tool

You can use your access code to add your ShareBuilder Accounts to most financial management tools, including Mint.com, Quicken, SigFig, Wikinvest, and more. Most of these tools have similar steps for adding an account:

  1. Look for an 'Add Account' button or link
  2. Search for "ShareBuilder" and select "Investment" as the account type, if asked
  3. Enter your ShareBuilder username in the 'Username' field
  4. Look for a 'Password' or 'Access Code' field and enter the access code you created with ShareBuilder
mint.com

Steps for Mint.com

  1. Click Your Accounts
  2. Type “ShareBuilder” in the search box
  3. Enter your ShareBuilder Username
  4. Enter your access code in the Password box, and click Add it!
Quicken

Steps for Quicken

  1. Click Add Accounts, select Brokerage under Investing, click Next
  2. Search for ShareBuilder
  3. Enter your ShareBuilder Username
  4. Enter your access code in the Password box, click Connect