Connect the accounts you already use so Rask can bring more of your financial picture into one place and give you better context.

Available Integrations

Banking & Cashflow

We use secure Open Banking connections to sync your transactions daily.

Portfolio Tracking

Automatically sync your investment holdings and performance.

  • Navexa: Full automated sync for ASX and US portfolios.
  • Sharesight: Currently available via CSV import (automated sync coming soon).
  • Investments overview

Document Storage

  • Google Drive: Rask can automatically mirror your Document Vault to a private folder in your Google Drive for extra backup.

Community

  • Circle Community: Use the Community menu item in the app sidebar to open the Rask community in a new tab.
  • If you already have a Circle account, Rask will try to sign you in automatically.
  • If you do not have a Circle account, you may be prompted to let Rask create one for you.
  • For account creation, your Rask login email must be verified first.

How to manage integrations

  1. Go to Integrations in the Rask app.
  2. Here you can see all active connections and their current status.
  3. Click Connect or Manage on any service to update your settings.

Security & Privacy

All integrations are read-only. Rask can see your data to provide insights, but we can never move your money or change your investment settings. Your credentials are handled by our secure partners and are never stored on Rask servers.

Next steps