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Setting Up a Brokerage Account

MarketQuants can be used as a research and analytics platform without connecting a brokerage account.

If you choose to enable trading functionality, you may optionally connect a supported third-party brokerage account.

MarketQuants is an independent software platform and is not affiliated with, endorsed by, or sponsored by any brokerage provider.


Using a Supported Brokerage

If you do not already have a brokerage account, you may create one directly with a supported brokerage provider.

Account creation, identity verification, and security requirements are handled entirely by the brokerage provider.

MarketQuants does not participate in or control this process.


Important Notes

  • Brokerage accounts are created and maintained directly with the provider.
  • MarketQuants does not open brokerage accounts on behalf of users.
  • MarketQuants does not provide brokerage, custody, or financial services.
  • All account approvals and compliance checks are performed by the brokerage provider.

Security Requirements

Most brokerage providers require additional security measures such as:

  • Email verification
  • Identity verification (KYC)
  • Multi-Factor Authentication (2FA)

These requirements are managed entirely by the brokerage provider.


tip

Once your brokerage account is ready, you may return to the Connecting Broker guide to authorize access.