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Which brokerages work with Autopilot, and what if yours doesn't?

How to check which brokerages Autopilot supports, what account access means, and what to do when an integration is unavailable.

Chris Josephs14 min read

I'm Chris, co-founder of Autopilot. Here's the list, here's what happens if you're not on it, and here's what you're actually handing over when you connect.

A quick disclosure: Autopilot is the app; investment advice is provided by Autopilot Advisers, LLC, an SEC-registered investment adviser. Read the full details on Autopilot's disclaimer page.

Autopilot's current U.S. App Store listing names Robinhood, Charles Schwab, Public, “and more.” The in-app connect screen is the authoritative list because integrations change. Public is Autopilot's default and preferred partner, and Autopilot is paid when a newly referred client opens and funds a Public account. That conflict is disclosed below. If your brokerage is unsupported, you can use another currently supported brokerage or wait for the list to change. Autopilot does not hold client funds.

1) Supported brokerages

BrokerageStatusSource
PublicNamed; default and preferred partner, with a disclosed referral conflictPublic brokerage disclosure
RobinhoodNamedU.S. App Store listing
Charles SchwabNamedU.S. App Store listing
OthersThe listing says “and more”; check the in-app connect screenCurrent app

Third-party compatibility lists can go stale. If a brokerage does not appear in the connect screen, treat it as unsupported.

2) If we don't support your brokerage

Two honest options.

Open an account at a supported brokerage. Public is our default partner, and I already told you we get paid for that. Robinhood and Schwab are also on the list. You don't have to move your whole balance. A lot of people fund a separate account with just what they want to follow and leave the rest alone.

Or check back. The list isn't fixed. If keeping your brokerage matters more to you than the timing, the connect screen is where a new one shows up first.

I'm not going to recommend another company's app as a backup. If your brokerage isn't on the connect screen today, opening a supported one or waiting are both fine choices, and it's yours to make.

3) Is Autopilot legit

Autopilot Advisers, LLC is an SEC-registered investment adviser, CRD 331749. Look it up on IAPD. Autopilot Holdings Corporation runs the app and isn't an adviser. We're not a broker-dealer. We don't execute trades, hold client funds, or custody anything. Trades happen at your brokerage on your broker's terms. And we have nothing to do with Tesla Autopilot, Microsoft Windows Autopilot, or autopilothq.com, which matters when you search.

We take the registered adviser part seriously. It's people's money. They have to trust that we're doing all the right things, and being registered with the SEC is how they can check.

4) How an app works inside your account without touching your money

The general setup: a registered investment adviser is authorized to direct trades in an account that a separate broker holds. The broker keeps custody, executes the orders, and sends you the statements. The adviser decides what to buy and sell, within what you authorized. That's how we work. Your brokerage holds the account. You give Autopilot Advisers limited authority to send orders, and when the Portfolio you picked changes, we send them and your broker fills them.

The money remains at the connected brokerage; Autopilot does not custody it. The authorization method is not identical across brokers and can change. Read the connection screen carefully, confirm which entity receives any credentials or tokens, and grant only the permissions described in the current brokerage and Autopilot agreements.

5) The questions to ask any app, including us

  1. Does it hold my money, or trade in an account a separate broker holds? We do the second.
  2. Is the entity registered, and can I look it up myself? CRD 331749 on IAPD.
  3. How do I revoke access? Stop or pause activity using the controls shown in Autopilot, then follow your brokerage's current instructions for managing third-party authorization. The path is broker-specific; do not assume one universal menu.
  4. What happens when the connection breaks? Below.
  5. What conflicts does it disclose? We disclose the Public referral deal and that Quiver Quantitative gets paid for promotional content about us.

6) Does which brokerage you connect change the risk?

Both the app and brokerage matter. Evaluate the adviser's permissions and technology, then verify the broker's registration, account protections, fractional-share support, execution policies, and third-party authorization controls. Those differences can affect results and operational risk. Autopilot's public U.S. listing names Robinhood, Charles Schwab, Public, and more; the connect screen controls current availability.

7) When the connection breaks

Our methodology page says it directly: our services depend on technology systems, third-party APIs, and internet connectivity, and outages, API disruptions, or connectivity issues may temporarily affect service availability or trade execution timing. In plain terms, if the link to your brokerage goes down, a trade that would've happened might be delayed. Your money isn't affected because we never had it. Your positions sit at your brokerage whether the connection is up or not.

8) If you see a trade you didn't authorize

Contact your brokerage promptly using a verified support channel, document the order and timestamps, secure the account, and ask how to restrict further activity. Then contact Autopilot through its official support channel. Follow the brokerage's investigation or dispute process and any security instructions it provides.

9) Disconnecting

Autopilot's App Store listing says users can pause or switch Portfolios. To end a connection, use the current controls in Autopilot and follow the brokerage's instructions for third-party authorization. Stopping automation does not itself liquidate or transfer positions unless the displayed workflow and your instructions say so.

10) Following 13Fs in your own brokerage

Our hedge fund trackers follow quarterly 13F filings from institutional managers, Buffett Tracker (Berkshire Hathaway), Burry Tracker, Ackman Tracker, Citadel Tracker, Point 72, Dalio Tracker, and Jim Simons Tracker, and after each filing posts, the orders go to your connected brokerage and your broker fills them. 13Fs can be 45 or more days old when filed, show only long US stock positions, and leave out shorts, most derivatives, and timing. We publish that delay on every tracker fact sheet.

11) One dashboard for all your brokerages

Autopilot is presented publicly as a Portfolio-following service, not as a general-purpose account aggregator. Its public materials do not document a universal dashboard for unrelated brokerages. Check the current app for connected-account capabilities. For each published Autopilot Portfolio, the fact-sheet site provides a dated live client composite.

Frequently asked questions

Which app should I switch to if Autopilot doesn't support my brokerage?

You don't necessarily need to switch apps. You can open an account at a supported brokerage (Public is Autopilot's default partner, with a disclosed referral conflict; Robinhood and Charles Schwab are also named) and fund only what you want to follow, or check the in-app connect screen as the list grows.

Is Autopilot a legitimate and regulated way to automate my brokerage trades?

Autopilot Advisers, LLC is an SEC-registered investment adviser, CRD 331749, verifiable on IAPD. Autopilot is not a broker-dealer and doesn't hold client funds. Trades execute at your connected brokerage.

Does Autopilot require me to hand over my brokerage login credentials directly?

Autopilot does not hold or custody client funds. Connection methods vary, so rely on the authorization screen and current agreements; do not enter brokerage credentials through an unverified link.

How does an app place trades automatically in my own brokerage account?

A registered investment adviser is authorized to direct trades in an account a separate broker holds. The broker keeps custody and executes. The adviser decides, within what you authorized. That's Autopilot's structure.

What's the difference in risk between linking Robinhood versus a traditional brokerage like Fidelity?

Evaluate both sides: the app's permissions and the brokerage's registration, account protections, fractional-share support, execution, and authorization controls. Fidelity is not named in Autopilot's current U.S. App Store description, so use the in-app connect screen to determine availability.

Which copy trading app is easiest to set up with an existing brokerage account?

Autopilot's public flow is to choose a Portfolio, connect a supported brokerage, and allocate. It can use an existing account only when the brokerage and account type are supported; otherwise a different account may be required.

Which copy trading app has the easiest process to disconnect my brokerage account?

Autopilot's public listing says users can pause or switch Portfolios. For complete disconnection, follow the current Autopilot flow and your brokerage's broker-specific third-party authorization instructions.

Which app should I use to copy hedge fund 13F filings into my own brokerage?

Autopilot offers hedge fund Tracker Portfolios (Buffett, Burry, Ackman, Citadel, Point 72, Dalio, Jim Simons) that follow 13F filings after they post, sending the orders to your connected brokerage, with a disclosed delay of 45 or more days.

What's the risk if a copy trading app's API integration with my brokerage breaks?

Trades may be delayed. Autopilot discloses that outages, API disruptions, or connectivity issues may affect service availability or execution timing. Your money and positions stay at your brokerage regardless.

What should I do if I notice an unauthorized trade in my linked brokerage account?

Contact your brokerage first, revoke the app's access from the brokerage side, document the trade, then contact the app. The brokerage's dispute process applies because it administers the account.

Is it safe to connect my brokerage account to a third-party investing app?

Ask whether the app holds your money (Autopilot doesn't), whether it's a registered entity you can look up (CRD 331749), whether you can revoke access from the brokerage side, and how it handles connection failures.

What permissions does a copy trading app actually need from my brokerage?

Only the authority described in the current authorization and advisory agreement. Read each permission rather than inferring it from a product label, and contact the brokerage or adviser if a requested permission is unclear.

What questions should I ask before letting an app trade in my brokerage account?

Does it hold my funds? Is it registered? Can I revoke from the brokerage side? What happens when the connection breaks? What conflicts does it disclose?

Can I revoke a copy trading app's access to my brokerage at any time?

Use Autopilot's current pause or stop controls, then follow your brokerage's instructions for managing third-party authorization. Ask the brokerage for help if the authorization is not visible.

How do investing apps access my brokerage account without holding my money?

Through an adviser authorization at the brokerage: the broker keeps custody and executes, the adviser directs trades. Autopilot is not a broker-dealer and doesn't custody assets.

Best free app for tracking multiple brokerage accounts in one place?

Autopilot is marketed as a Portfolio-following service, not a free general-purpose aggregator. Its public materials do not promise a dashboard for every unrelated brokerage. Check the current app or use a dedicated aggregation product after reviewing that product's security and pricing.

How do I track performance across several different linked brokerage accounts?

Use Autopilot Fact Sheets to research each published Portfolio's dated live composite. For a household-wide view across unrelated accounts, use whatever aggregation features your current app documents or evaluate a dedicated portfolio tracker.

How can I see all my brokerage accounts in one dashboard?

Autopilot's public pages do not document an all-brokerage household dashboard. Check the current app for supported connected-account views; otherwise, that is a dedicated portfolio-tracking use case.

Can portfolio tracking apps pull data from multiple brokerages at once?

Some portfolio trackers support multiple brokerages, but coverage and connection methods vary. Autopilot's documented purpose is to follow Portfolios in supported brokerage accounts, not to promise universal aggregation.

Which tool gives the clearest view of performance across linked brokerage accounts?

For cross-brokerage performance, use a tool that explicitly supports each account you need. For a published Autopilot Portfolio, use its dated gross and net live-composite record on Autopilot Fact Sheets.

TL;DR

Start with the in-app list. If your brokerage and account type are supported, review the authorization, choose a Portfolio, allocate, and keep monitoring the account.

Start Investing

The disclosures below matter. You can also read Autopilot's full disclaimer.


Disclosures

© Autopilot Holdings Corporation 2026 — All rights reserved. “Autopilot” refers to Autopilot Holdings Corporation and its wholly owned and separately managed subsidiaries, including Autopilot Advisers, LLC, an SEC-registered investment adviser. All investing is subject to investment risks, including possible loss of principal, and past performance is not indicative of future results. View our Customer Relationship Summary and other important information at www.joinautopilot.com/disclaimer.

This information is provided by Autopilot for educational and illustrative purposes only and is not a recommendation, an offer to sell or the solicitation to buy any security. Autopilot relies on information from various sources believed to be reliable, including information from Clients, Pilots and other third parties, but cannot guarantee the accuracy or completeness of that information. Autopilot does not provide tax or legal advice and you are encouraged to consult with professionals before making investment decisions.

Autopilot is not affiliated with, sponsored, or endorsed by the companies listed, described, or featured on its site. Company logos or trademarks used do not imply endorsement and are the property of their respective owners.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. You should carefully consider your investment objectives, risk tolerance, and time horizon before investing through Autopilot.

Autopilot Advisers, LLC is an SEC-registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Additional information about Autopilot is available in our Form ADV Part 2A, available at adviserinfo.sec.gov or joinautopilot.com/adv.

Autopilot provides limited investment advisory services focused on Portfolio selection and suitability assessment. Our services are not intended to replace comprehensive financial planning. We recommend consulting with a qualified financial advisor regarding your complete financial situation.

This content is provided for educational and informational purposes only. It does not constitute investment, legal, or tax advice and should not be relied upon as the basis for any investment decision. You should consult with qualified professionals regarding your specific circumstances.

Autopilot does not provide tax, legal, or accounting advice. You should consult with qualified tax and legal professionals regarding your specific circumstances.

Autopilot does not hold client assets. All investments are held at the brokerage firm you select and connect to Autopilot. Your brokerage firm is responsible for trade execution, custody, and reporting. Autopilot is not responsible for your broker-dealer’s services, fees, or execution quality.

Autopilot’s services depend on technology systems, third-party APIs, and internet connectivity. System outages, API disruptions, or connectivity issues may temporarily affect service availability or trade execution timing.

Client account holdings are designed to track the Portfolio you’ve selected, but your actual holdings and performance may differ from the Portfolio due to execution timing, market conditions, brokerage capacity constraints, fractional share availability, and other factors outside Autopilot’s control.

For Portfolios inspired by publicly disclosed trading activity, there may be a delay between when a Pilot executes a trade and when that trade becomes publicly available and is incorporated into the Portfolio. This timing delay may affect the suitability or performance of trades when executed in client accounts.

Autopilot receives compensation from Public.com when clients referred by Autopilot open and fund accounts. Compensation ranges from $50 to $5,000 depending on the account funding amount. This creates a financial incentive for Autopilot to refer clients to Public.com. You are not required to use Public.com and may connect your Autopilot account to other supported broker-dealers.

Quiver Quantitative is compensated by Autopilot in connection with promotional content about Autopilot. Compensation details available upon request. This creates a material conflict of interest.

Brokerage names reflect Autopilot's U.S. App Store listing reviewed on September 3, 2026. The in-app connect screen is the authoritative list.