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Troubleshooting Brokerage Connections

If you experience issues with a connected brokerage account, review the steps below.

MarketQuants does not execute trades directly. All trade execution and account services are handled by the connected brokerage provider.

1. Brokerage Disconnected​

If you see a “Disconnected” indicator or portfolio data is not loading:

  1. Open Account Settings.
  2. Select Reconnect Brokerage.
  3. You will be redirected to your brokerage provider’s secure login page.
  4. Re-authorize access.

Authorization tokens may expire periodically and require renewal.

2. Order Rejected​

If a submitted trade instruction is rejected, common reasons include:

  • Insufficient Buying Power: Confirm available settled funds with your brokerage provider.
  • Market Hours: Some order types may only execute during regular market hours.
  • Account Restrictions: Brokerage providers may impose restrictions such as pattern day trading (PDT) rules or margin limitations.

For specific rejection details, refer to your brokerage provider’s account dashboard.

3. Simulation vs Connected Brokerage Mode​

Ensure the mode indicator in the header reflects the intended environment:

  • Simulation Mode: Uses simulated funds.
  • Connected Brokerage Mode: Reflects real brokerage account data.

If balances appear incorrect, confirm the selected mode.

4. Funding Delays​

If you recently deposited funds with your brokerage provider, settlement and availability timing are determined by the provider.

MarketQuants displays tradeable balances as reported by the connected brokerage.