- Tap “Portfolio Link” in the Star menu
- Select your Broker from the list.
- Login to your Broker
- Tap “Link Account” to establish account connection.
Your linked account will appear in the Accounts screen. Once an account is linked its holdings will appear in Portfolio Maps and the Portfolio List page. Trading will be enabled, tap the “Trade” button in the top left corner of any symbol’s page to place trading orders.
Brokerage connections are provided by TradeIt. For any questions regarding TradeIt, account linking and trading services, or the TradeIt technology platform, please see the TradeIt FAQ or contact firstname.lastname@example.org. For information regarding individual broker services which are supported in the TradeIt network, please contact your broker’s client support.