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Connecting your first account

Welcome to Roi! 👋

First make sure you have the app installed on your phone. Open it up and sign up to start. All. your information is anonymous and never shared with anyone.

Step 1:
Step 1: Sign up with your Apple or Google.
Step 2:
Step 2: Choose your username.
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If you care extra about your privacy, you can use Sign in with Apple and anonymize your email.

After this you should see an onboarding screen where you can connect your accounts. You can connect up to 15 accounts on Roi today for free and we support everything from traditional brokerages to Coinbase to your crypto wallets.

All your accounts are connected securely and we do not store any usernames, passwords, or authentication content of any kind on the platform. We partnered with platforms like Plaid to connect to your brokerage securely. Plaid is what's also used by Venmo, Chime, and many more financial apps as well. Read more here.

For crypto wallets, you can entire either your public address or ENS on Ethereum, Solana, and Bitcoin. We automatically detect your wallet type to make it as simple as possible for you. You can also link your wallets directly with Metamask or Rainbow.

Step 3:
Step 3: Choose which account you want to connect. If you don’t see the account you want, select “Other institution” or contact us.
When connecting a crypto wallet you can enter either the public address or ENS. We automatically detect the wallet type in the app.
When connecting a crypto wallet you can enter either the public address or ENS. We automatically detect the wallet type in the app.

You’re now setup on Roi! From here you can track all your accounts and see your investments in one place. Track everything from stocks, NFTs, DeFi protocols, tokens, and more on your phone and see your performance in real-time.

Read our post on our app features to learn more about what you can do on Roi today.