Investfly Guides

Broker Account Integration

Connect your brokerage account to Investfly's algorithmic trading platform to execute trades automatically or manually through our interface.

Investfly supports integration with several major brokers, allowing you to trade real money using our powerful automated trading platform. This guide explains how to connect your brokerage account and the capabilities available once connected.

Supported Brokers

Investfly currently supports the following brokers for direct integration:

Tradier

Commission-free stock trading with competitive rates and robust API. Excellent for algorithmic traders seeking reliable execution.

Alpaca

Commission-free stock and crypto trading with no minimum balance requirements. Developer-friendly API for algorithmic trading.

TastyTrade

Advanced stock trading platform with professional tools and competitive pricing. Ideal for active traders and sophisticated strategies.

Oanda

Professional forex trading platform with tight spreads and reliable execution. Leading choice for algorithmic forex trading.

Connecting Your Broker Account

Prerequisites

Before connecting your broker account, ensure you have:

• An active account with one of our supported brokers
• API credentials (if required by your broker)
• An active Premium subscription to Investfly (broker integration is not available on free accounts)

Connection Process

To connect your broker account:

1. Log in to your Investfly account
2. Navigate to Portfolio > Broker Accounts
3. Click the Connect New Broker button
4. Select your broker from the list of supported brokers
5. Follow the broker-specific authentication steps:
   • OAuth Authentication: Some brokers use a secure OAuth flow where you'll be redirected to your broker's website to authorize Investfly
   • API Key Authentication: Other brokers require you to enter your API keys directly into Investfly
6. Review and accept the connection permissions
7. Complete the connection process

Managing Connected Accounts

Viewing Your Connected Accounts

Once connected, you can manage your brokerage accounts from the Broker Accounts page:

• View account balances, buying power, and current positions
• Check connection status and last sync time
• Toggle between different connected accounts if you have multiple brokers
• Manage trading permissions for each account

Setting Trading Permissions

For each connected broker account, you can set the following permission levels:

• Read Only: View account details and positions but cannot execute trades
• Manual Trading: Execute trades manually through the Investfly interface
• Automated Trading: Allow automated strategies to execute trades on your behalf

To change permissions:

1. Navigate to Portfolio > Broker Accounts
2. Select the account you want to modify
3. Click Edit Permissions
4. Select the desired permission level
5. Confirm your changes

Disconnecting a Broker

If you need to disconnect a broker account:

1. Navigate to Portfolio > Broker Accounts
2. Select the account you want to disconnect
3. Click Disconnect
4. Confirm your decision

After disconnecting, Investfly will no longer have access to your broker account, and any automated strategies using that account will be automatically disabled.

Trading with Connected Accounts

Manual Trading

With a connected broker account, you can execute trades manually through Investfly:

• Place market, limit, stop, and stop-limit orders
• Set order durations (day, good-till-canceled, etc.)
• Trade directly from watchlists, screener results, or stock detail pages
• View order status and execution details in real-time

For detailed instructions on placing manual trades, see our Submit Manual Trades guide.

Automated Trading

The real power of connecting your broker account is the ability to use Investfly's algorithmic trading features:

• Deploy automated trading strategies to your live account
• Set risk management parameters to control position sizing
• Schedule trading activities for specific market hours
• Monitor strategy performance and execution in real-time

For more information on automated trading, see our guides on Automated Trading and Creating Trading Strategies.