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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.