Investfly Guides

Broker Account Integration

Review how eligible account connections and permissions are managed in Investfly.

This guide explains how to connect an eligible brokerage account. Available providers, instruments, order types, and automation capabilities vary by account, jurisdiction, provider policy, and current integration support.

Available Account Connections

Connection options and supported capabilities can change. Review the current providers shown in your Investfly account, then confirm account, instrument, order, market-data, and jurisdiction eligibility with the applicable provider.

Connecting Your Broker Account

Prerequisites

Before connecting your broker account, ensure you have:

• An eligible account with a provider currently shown in Investfly
• Any credentials or authorization required by that provider
• An Investfly plan that currently includes the connection feature

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 an available provider
5. Follow the broker-specific authentication steps:
   • OAuth Authentication: Some providers may redirect you to a provider-hosted authorization flow
   • 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

Depending on the provider and current integration, the Broker Accounts page may display controls or information such as:

• 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

If permission controls are available, review the labels and scope shown for the selected account. Possible controls may include:

• 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 requesting disconnection, verify the connection and any related automation status in both Investfly and the provider account. Revoke provider access separately when appropriate.

Trading with Connected Accounts

Manual Trading

If manual order entry is available for the selected account, review the controls currently shown. Depending on provider support, these may include:

• Eligible order types and durations
• Instrument, action, quantity, and price fields
• Order status and provider-reported execution details

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

Automated Trading

An eligible connected account may be used with user-authored automation, subject to provider and account restrictions:

• Authorize a reviewed strategy for the selected account
• Configure user-selected sizing, exit, and exposure rules
• Review applicable schedules and market hours
• Monitor logs, account activity, and provider-reported order status

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