Connecting Brokers

Link broker accounts via OAuth or API credentials.

How to get here

Navigation: Brokers > My Brokers / Add new Account — My Brokers · Add Broker Account

Step-by-Step

1. Go to Brokers > Add new Account.
2. Select your broker from the supported list.
3. Follow the OAuth popup or enter API credentials as prompted.
4. Verify connection status on My Brokers — balance should refresh when connected.
5. Use ⋮ → Link static IP or Unlink static IP on My Brokers to assign or remove an IP. Deleting a broker also unlinks its static IP.

Pro tip

Use the ? help icon in the app toolbar on any page to jump directly to its documentation section.

Media

Illustrated walkthrough coming soon

Screenshots and a short walkthrough video for this page are being added. In the meantime, follow the steps above or open the ? help icon in the app.

Related Pages

• Introduction
• Quick Start
• My Strategies
• Create Strategy