Broker Connections

Connecting your brokerage accounts

Broker Connections

TraderVault connects to your brokerage accounts through SnapTrade, a secure aggregation service. This allows you to sync your positions and trades automatically.

Supported Brokers

TraderVault supports 15+ brokers including:

Broker Support Level
Charles Schwab Full
TD Ameritrade Full
Alpaca Full
Interactive Brokers Full
Robinhood Full
Webull Full
E*TRADE Full
Fidelity Full
Tastytrade Full
TradeStation Full
Tradier Full

Support levels may vary. Check the connection screen for the latest list.

How It Works

Security

Your broker credentials are never stored in TraderVault. Here's how it works:

  1. You authenticate directly with your broker
  2. SnapTrade receives a secure token
  3. TraderVault can only read position data
  4. We cannot execute trades or transfer funds

What We Access

TraderVault can read: - Account balances - Current positions - Historical transactions

TraderVault cannot: - Execute trades - Transfer money - Change account settings - Access personal banking info

Connecting Your First Broker

Step 1: Navigate to Connections

  1. Go to Settings > Broker Connections
  2. Or click Connect Broker from the Dashboard

Step 2: Select Your Broker

  1. Browse or search for your broker
  2. Click on the broker name/logo
  3. Read the connection information

Step 3: Authenticate

  1. Click Connect
  2. You'll be redirected to your broker's login page
  3. Enter your broker credentials (on their site, not ours)
  4. Authorize the connection
  5. You'll be redirected back to TraderVault

Step 4: Select Accounts

If you have multiple accounts with the broker: 1. Choose which accounts to connect 2. Select all or individual accounts 3. Click Confirm

Viewing Connected Accounts

After connecting, you'll see:

Information Description
Account Name Nickname from your broker
Account Number Last 4 digits only
Account Type Individual, IRA, Margin, etc.
Portfolio Value Total account value
Cash Balance Available cash
Connected Date When you linked it

Syncing Positions

Automatic Sync

Positions refresh automatically: - When you visit the Broker Connections page - Every time you log in - Background sync every few hours

Manual Sync

To force a refresh: 1. Go to Broker Connections 2. Click Refresh or sync icon 3. Wait for positions to update

Import to Journal

To add broker positions to your trade journal:

  1. Go to Broker Connections
  2. Find the account with positions
  3. Click View Positions
  4. Select positions to import (checkbox)
  5. Choose target journal
  6. Click Import Selected

Note: Imported positions become trades in your selected journal. They're marked as "synced" source.

Managing Connections

Disconnecting a Broker

  1. Go to Settings > Broker Connections
  2. Find the broker you want to disconnect
  3. Click Disconnect or trash icon
  4. Confirm disconnection

What happens: - Connection is removed immediately - Previously imported trades remain in your journal - You can reconnect anytime

Reconnecting

If your connection expires or needs refresh: 1. Click Reconnect on the broker 2. Re-authenticate with your broker 3. Connection is restored

Connection Issues

If you see "Connection Error": 1. Try clicking Reconnect 2. Check if your broker has maintenance 3. Verify you can log into your broker directly 4. Try disconnecting and reconnecting

Multiple Brokers

You can connect multiple brokers simultaneously:

  1. Repeat the connection process for each broker
  2. All connected accounts appear in one list
  3. Import positions from any account
  4. Track all accounts in TraderVault

Importing Historical Trades

Currently, broker connections import current positions only, not historical trades.

For historical trades: 1. Export trade history from your broker (CSV) 2. Use TraderVault's CSV import feature 3. Or log important historical trades manually

Privacy & Security FAQ

Q: Is my broker password stored? A: No. You authenticate directly with your broker. TraderVault never sees or stores your credentials.

Q: Can TraderVault trade on my behalf? A: No. We have read-only access to position and balance data.

Q: Is SnapTrade secure? A: Yes. SnapTrade is SOC 2 Type II certified and uses bank-level encryption.

Q: Can I revoke access? A: Yes. Disconnect in TraderVault, or revoke in your broker's connected apps settings.

Q: What if SnapTrade is compromised? A: Even in that scenario, they cannot execute trades or transfer funds. Access is read-only.

Troubleshooting

"Connection Failed" Error

  1. Check your broker is online (try logging in directly)
  2. Disconnect and reconnect
  3. Try a different browser
  4. Contact support if issue persists

Positions Not Showing

  1. Click Refresh to force sync
  2. Check if positions exist in your broker account
  3. Some brokers have delayed data (up to 15 min)

Wrong Account Balance

  1. Balances are cached; click Refresh
  2. Check for pending transactions at broker
  3. Unsettled funds may show differently

Import Says "Already Exists"

This means you already have an open trade for that symbol in the selected journal. Check your journal for duplicates.