How To Connect Your Broker To The Options Auto Trader

In order to start automating your trades with Options Auto Trader, you'll need to connect your broker account to our platform. We currently support integrations with TastyTrade, Tradier, TradeStation, and Charles Schwab. This article will guide you through the process of connecting your broker and troubleshooting common issues.

Step 1: Access the "Connect My Broker" Page

To begin connecting your broker to the Options Auto Trader platform:

Log into your Options Auto Trader account.
Click on your profile image in the top-right corner of the page.
From the dropdown menu, select "Connect My Broker".

This will take you to the page where you can initiate the connection between your broker and the auto trader platform.

Step 2: Select Your Broker

Once you’re on the Connect My Broker page, you will see a list of supported brokers. These include:

TastyTrade
Tradier
TradeStation
Charles Schwab

To connect your account:

Click the "Create Connection" button next to the broker you want to integrate with Options Auto Trader.
You will be redirected to the broker’s login page where you can securely log in and authorize the connection.
- For example, if you are connecting to TastyTrade, you will be redirected to TastyTrade’s login page to authorize the connection.

Step 3: Verify Connection

After logging in and authorizing the connection with your broker, you should be redirected back to the Options Auto Trader platform. A message will confirm that your broker account has been successfully connected.

Once connected, you can start setting up your auto traders and automating your trades.

Step 4: Troubleshooting Connection Issues

If your broker account doesn’t connect, there could be a few common reasons:

No Active Accounts: Ensure that you have an active account with the broker you’re trying to connect. If your account is inactive, the connection will not work.
No Margin Account: Some brokers require that you have a margin account to use the auto trader. If your account is a cash-only account, it may not connect.
Incorrect Credentials: Double-check that you’re using the correct login credentials for your broker account.

If you’re still experiencing connection issues, please reach out to our support team for further assistance.

Step 5: Reach Out to Support

If you’ve followed the steps above and are unable to connect your broker, feel free to contact our support team for help.

How to Contact Support:

Use the live chat feature on our platform.
Send an email to our support team with details about the issue you’re experiencing.

Conclusion

Connecting your broker to Options Auto Trader is a simple process, allowing you to start automating your trades quickly. By following these steps, you can securely connect brokers such as TastyTrade, Tradier, TradeStation, and Charles Schwab to the platform. If you encounter any issues, don’t hesitate to reach out to our support team for assistance.