Below is an email response from Stockperks that I received after complaining, via their app., for a failed connection to my account:
Hi Larry - sorry you're experiencing this. Periodically we have data feed issues from Plaid (which connects us to your brokerage).
The second way we can validate your ownership is by uploading an image of your portfolio through the app as follows:
Select profile (bottom right of the app screen)
Select portfolio
Select log out / Disconnect your current broker
Then select validate portfolio (button should be top of screen)
You’ll then see a range of options (Plaid, Fidelity, Alinea, European, Asia Pacific)
You can select Fidelity (as a workaround)
Then follow the steps to upload an image of your brokerage statement
Have a print out of a recent brokerage statement showing:
- your name
- the brokerage
- the date
- how many CCL shares you have
and you can black out / redact any other details you don't want to share. Then take a picture of it.
When the app asks you to upload a picture, select "Open Gallery" and find the picture of your portfolio, then hit submit and you'll be done.
We'll then validate your ownership and you'll receive an email when that's done at which point you can proceed with claiming your onboard credit.
Here's a video you can watch of the process as well: https://youtu.be/sGyuFPulpJs
Sorry for the extra work here. Hopefully this helps. If you're still having an issue, please let me know and we'll get things sorted out. Kind regards