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How do I link my broker?
How do I link my broker?

Portfolio integration

Ryan Faloona avatar
Written by Ryan Faloona
Updated over a week ago

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Steps to link broker:

  1. Open watchlist tool

  2. Click on the link icon

  3. Use the search bar to find your broker (Ex. TD Ameritrade, IBKR, Fidelity)

  4. Enter your credentials

Now you can apply this watchlist as a filter to other tools!

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