Back to Support Center
getting startedApril 2026•4 min read

Connecting Your Broker Account

Link your account safely and verify sync health before you start journaling live positions.

Checklist

  • Add your broker account from Settings > Accounts.
  • Complete required credentials and verify account ownership.
  • Confirm first sync and check balance, equity, and trade history.
  • If sync stalls, re-open account settings and refresh token permissions.

Related Articles

Understanding the Risk Matrix

Use risk matrix signals to control downside and enforce session-level discipline.

Exporting Tax Reports

Generate structured exports for accountant handoff and audit-ready trade records.

Setting Up 2FA Security

Harden account access by enabling two-factor authentication and backup recovery codes.

Still blocked? Contact support with your account email, broker, and issue summary.

Email Support