How to Enter Broker Information

You can enter broker information as you enter a new trade. 

First, enter a trade into the system using the + TRADE icon in the left-hand corner. 

Once you've entered your trade information, you can enter broker information by selecting the MORE drop-down menu. 

 Next, you can select or search for the company in the BROKER field from the drop-down menu. 

When you're finished, press SAVE

If you'd like to add a new broker, please get in touch with your implementation team or, and we will add one for you. 

We hope this helps! Feel free to send any questions our way at

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