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FAQ: Broker Sync and Automatic Trade Import

Connect your brokerage for automatic trade journaling - setup, supported brokers, troubleshooting, and manual alternatives.

How to Connect

Go to Profile → Broker Sync. Select your broker from the supported list. Authorize the connection through our secure broker integration (no password storage). Trades sync automatically into your Trade Journal.

Supported Brokers

Trade Echo supports many major U.S. brokers. Check the Broker Sync section for the current supported list.

Troubleshooting

Check connection status in Profile → Broker Sync. Ensure the connection is active and not expired. Some brokers require periodic re-authorization. If issues persist, disconnect and reconnect.

Manual Alternative

Use the Add Trade button in the Trade Journal for manual entries, or upload in bulk via CSV or Excel files.

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