Connect a brokerage
Automatic brokerage connections aren't available yet; how to get your trades in today.
A brokerage connection would bring your trades in automatically, without downloading files. It isn't available yet.
What you see today
On Accounts & Data, at the top of Trading Accounts:
- Connect Brokerage shows a Coming soon label and can't be clicked.
- Sync All appears once an account is connected to a brokerage and refreshes those accounts.
Get your trades in today
Two ways work right now:
- Import a broker file. Download your trade history from your broker's website and upload it. Files from Questrade, Desjardins Online Brokerage (DISNAT), RBC Direct Investing, tastytrade and Charles Schwab are read directly; any broker works through the MyTraderDash template. See Import a broker file.
- Type trades in. See Add a trade by hand.
To stay up to date, import a new file from time to time. Trades you already imported aren't duplicated, so the new file can overlap the old one.