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Connect a Brokerage Account

MarketQuants allows you to optionally connect a supported third-party brokerage account to view portfolio information and submit trading instructions at your direction.

MarketQuants is an independent software platform and is not a broker-dealer or financial institution.

Important Disclosure​

Authorize MarketQuants

By allowing MarketQuants to access your brokerage account, you grant MarketQuants permission to access account information and transmit trading instructions at your direction.

Your brokerage provider does not warrant or guarantee that MarketQuants will function as advertised or expected.

1. Start Connection​

You may initiate a brokerage connection from:

Dashboard Banner​

Click Connect Account from the dashboard notification.

Account Settings​

Open the user menu and select Account Settings.

2. Secure Authorization​

MarketQuants uses secure OAuth authorization, similar to signing in with Google or Microsoft.

  • You authenticate directly with your brokerage provider.
  • MarketQuants never receives brokerage passwords.
  • Access permissions are limited and revocable.

Click Connect Brokerage Account to continue.

3. Review Authorization Notice​

Before continuing, review the authorization disclosure carefully.

You are granting MarketQuants permission to:

  • Access brokerage account information
  • Submit trading instructions that you initiate

MarketQuants cannot withdraw funds or transfer assets.

Select the agreement checkbox and continue.

4. Brokerage Authorization​

You will be redirected to your brokerage provider’s secure login page.

  1. Sign in directly with your brokerage provider.
  2. Select the account(s) you wish to authorize.
  3. Approve access permissions.

Authorization occurs entirely within the brokerage environment.

5. Connection Complete​

After authorization, you will be redirected back to MarketQuants.

Your account connection status will appear as Connected within Account Settings.

tip

You may disconnect your brokerage account at any time from Account Settings or revoke access directly from your brokerage dashboard.