Connect your broker once and TraderSync brings your trades in automatically, with no typing and no files.
- Go to the Accounts page and click Add New Account + at the top right.
- Type your broker’s name in the search box and click it in the list.
- Make sure the Auto-Sync tab is selected. It is the first tab, and it is selected by default when your broker supports it.
- Read the Tutorial panel on the right. It explains what your broker needs. Some brokers ask for a few details, such as an API key or a login, and others open the broker’s own login page.
- Click Add Account and follow the steps to connect. Choose Test/Paper Account if the account is a demo account.
After you connect, your trades sync automatically. The Status column on the Accounts page shows when each account last synced. While a sync is running, a progress message shows how far along it is. If your broker does not support Auto-Sync, use the File Upload or Add Manually tab instead.
