How to Connect a Brokerage Account

Connect a broker account

A broker connection lets Investfly display an authorized account and submit supported manual or automated orders through that provider.

Connect an account

1. Open Portfolios and choose Connect Broker.
2. Read and accept the live-trading risk acknowledgement.
3. Select a supported provider and continue through its secure authorization flow.
4. If the provider returns more than one account, choose the account you intend to use.
5. Return to Portfolios and verify the provider, account identity, balances, and connection state.

Investfly's connection screens currently include Tradier, Alpaca, Tastytrade, OANDA, and Coinbase. Provider availability can vary by account type, region, and product status.

Asset compatibility

This table describes broad integration coverage, not a promise that every symbol, structure, order type, or strategy is available. The order ticket filters choices by asset and account, and strategy deployment runs a separate compatibility preflight.

Orders and multi-leg structures

Supported sides, order types, durations, fractional sizing, and option structures differ by provider. Where atomic multi-leg submission is supported, the ticket identifies eligible structures; otherwise a structure may be unavailable rather than silently decomposed. Review the final order preview before submission.

Reconnect or disconnect

Use the portfolio connection controls to renew an expired authorization or disconnect an account. Disconnecting prevents new Investfly requests through that connection, but it does not close positions or cancel orders already held by the broker. Manage those directly with the provider when necessary.