How do I synchronize my account with my online broker?

Dec 10, 2021

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Synchronizing your data is the fastest way to pull in all of your stocks and options.

To sync your brokerage account on TradeSmith Finance, go to the My Portfolios tab and then the Manage tab. Next, click add portfolio.

Select Link to Brokerage.

Next, select your broker.   If you don’t see an icon for the broker you can Search for your broker on this page.

After selecting your broker, follow the prompts to complete synchronization.


*Note – The tabs and features you see on your TradeSmith Finance site will vary based on subscription(s) and subscription level(s).  Pictures in our Education Center articles are taken from a TradeSmith Platinum account.