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AdvancedAdvanced More > AccountsAdvanced trading

Connect an equity broker

Choose from the broker directory, follow the broker-specific setup guide, and validate only the required credentials.

Open the right place

Advanced → More → Accounts and integrations

Open guide in appOpen Accounts and integrations

Choose the broker

  1. Open Advanced More, then Accounts and integrations.
  2. Use the three-column broker logo directory.
  3. Select a broker and platform variant.
  4. Open the official ShareKeyX setup guide in the in-app browser.
  5. Enter only the fields shown for that broker and submit the connection.

Credential handling

Broker credentials are validated against the selected broker/platform, encrypted at rest, and kept separate by user and account. OAuth brokers may redirect to a broker-hosted daily login.

Daily login

Some brokers require TOTP, session token renewal, or OAuth confirmation each trading day. A linked account can be visible while its live session needs renewal.

Verify before you leave

  • The chosen broker logo and platform variant match the account.
  • Only fields required for that broker are requested.
  • Connection status distinguishes a linked account from an active daily session.

ShareKeyX research is for educational purposes only and must not be used as the sole basis for investment, trading, or other consequential decisions.

In this guide

Choose the brokerCredential handlingDaily loginVerification checklist

Need private help?

Use an authenticated ticket for account-specific details or redacted screenshots.

Secure ticket guide

Related guides

Advanced dashboardSearch and prepare an orderCreate a secure support ticket
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