How to Enter Broker Information

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

Enter a New Trade

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

Open the More Menu

Once you've entered your trade information, open the MORE drop-down menu.

Select or Search For the Broker

Select or search for the company in the BROKER field from the drop-down menu.

Save the Trade

When you're finished, press SAVE.