Know the account and permissions
Before connecting a brokerage account, confirm the provider, account ownership, supported account type and exact permissions. Understand how access can be revoked at the broker as well as in the application.
Keep access separate from decisions
A strategy proposal, a rule check and an execution permission are distinct. Review which checks are informative and which are enforced in the current product. A marketing illustration is not evidence that a particular execution control has been certified.
Pause is not close
Verify what each control does to new orders, pending orders, open positions and broker-held stops. Maintain independent access to the broker during a connectivity or application issue.
Protect your login and uploads
Use a unique password and protect your email account. Do not send credentials, recovery links or account tokens to support. Only upload strategy code you are entitled to share, after reviewing the applicable AI/provider processing terms.
Credential handling and provider assurance
Credential handling differs between the application and each connection provider. We make no certification, credential non-storage, instantaneous deletion or withdrawal-permission claim.
Report an issue
Send a description, relevant time and affected feature to [email protected]. Do not include credentials, sensitive customer data or exploit details in a public channel. The commercial support policy is email within 2 business days for Starter and priority email within 1 business day for Pro.