Tradier Broker Guide

This guide will help you set up a Tradier account, connect it to Options Auto Trader, and create your first automated trading bot. Please note that Tradier only supports stock and index options, and you will need to create a margin account to use the auto trader effectively.

Step 1: Create a Tradier Account

To start using Options Auto Trader with Tradier, you’ll need to create a Tradier margin account. Here's how:

How to Create a Tradier Account:

1. Visit the Tradier website.
2. Click Open An Account in the top-right corner of the page.
3. Follow the prompts to provide your personal information and complete the registration process.
4. During the setup, be sure to select a Margin Account as your account type. This is necessary for using the auto trader platform.
5. Once your account is set up, verify any additional details required by Tradier to activate your account.

Important Note:

• Make sure to select a margin account during the registration process. A cash-only account will not provide full functionality for options trading on Options Auto Trader.

Step 2: Connect Your Tradier Account to Options Auto Trader

Once your Tradier account is active, you can connect it to the Options Auto Trader platform to begin automating your trades.

How to Connect Your Tradier Account:

1. Log into your Options Auto Trader account.
2. Click on your profile image in the top-right corner of the page.
3. From the dropdown menu, select Connect My Broker.
4. Find Tradier in the list of supported brokers and click the Create Connection button next to it.
5. You will be redirected to the Tradier login page. Log in using your Tradier credentials to authorize the connection.
6. Once authorized, you’ll be redirected back to Options Auto Trader, and your Tradier account will be connected.

Troubleshooting Connection Issues:

• Double-check that your Tradier account is fully approved and set up as a margin account.
• If the connection fails, review your login credentials or contact our support team for further assistance.

Step 3: Create Your First Trading Bot

Now that your Tradier account is connected, you’re ready to create your first trading bot on Options Auto Trader.

How to Create Your First Bot:

1. Navigate to the Auto Trader page within your account.
2. Click Create New Auto Trader to begin setting up your bot.

3. Select the strategy you want to automate. Options Auto Trader supports a variety of strategies, such as covered calls, credit spreads, and iron condors—just ensure you are using stock or index options, as those are the only ones supported by Tradier.

   Customize the bot’s settings, including:

   • Strike Selection: Choose how your bot selects option strikes (e.g., delta, $ OTM, % OTM).
   • Session Entry Times: Define when the bot should enter trades (morning, lunch, afternoon, or specific times).
   • Buying Power Allocation: Set the amount of capital you want your bot to use for trading.
   • Exit Rules: Configure your take profit and stop loss settings to manage risk and lock in profits.
4. Once your bot’s settings are complete, click Save to activate the bot.

Monitoring Your Bot:

After creating your bot, you can monitor its performance in real-time using the Dashboard. You can also adjust its settings at any time if your strategy changes or needs optimization.

Conclusion

Setting up your Tradier account and connecting it to Options Auto Trader is quick and easy. Once connected, you can begin automating your trades with customizable bots that support stock and index options. Remember to set up a margin account during the Tradier registration process to ensure full functionality.

If you encounter any issues during setup or have questions about creating your first bot, our support team is here to help.