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
Choose the broker
- Open Advanced More, then Accounts and integrations.
- Use the three-column broker logo directory.
- Select a broker and platform variant.
- Open the official ShareKeyX setup guide in the in-app browser.
- 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.
