B3 Launches Free App to Consolidate Retail Portfolios Across Brokers

Overview

• The app is live and free to download, aggregating assets held at different brokerages and displaying proventos, statements, portfolio evolution and allocation charts.
• Order execution is not available in the app, with all buy and sell transactions remaining exclusively at brokers and banks.
• Access requires the same credentials used for B3’s Área do Investidor, and unregistered users receive an automatic email to set a password through their bank or brokerage records.
• A quiz maps users into four profiles—beginner, in development, strategic, or specialist—and surfaces tailored market news from Bora Investir and a calendar of events, with B3 aiming to spur greater shareholder participation in company decisions.
• B3 cites 5.4 million retail investors in variable income with R$601.6 billion in custody and fixed-income custody up to R$2.85 trillion since 2021, as the launch lands during a stretch of record Ibovespa levels followed by sharp volatility.