---
title: Linking Your Brokerage Account
slug: linking-your-brokerage-account
createdAt: 2025-05-16T21:53:23.545Z
---

::embed[****]{url="https://www.youtube.com/embed/b-XUoGqJ0Ag"}

**Settings → Manage Brokerages**

Hey there! Let’s get started with managing your brokerages in a few easy steps.

1. **Initiate with Paper Trading**
   Dive right in with some practice trades!
2. **Edit Allocation**
   Simply enter your desired allocation (like 10,000), hit Save, toggle Active, and if you like, you can set it as Default!
3. **Authorize a Live Broker**
   Choose from brokers such as Webull, TradeStation, tastytrade, or Tradier. Click Authorize, sign in, and give your approval—then refresh the page to see that happy green Authorized badge and your account balances.
4. **Establish a Budget per Broker**
   Update your Allocation by specifying either an amount or a percentage, then save it!
5. **(Optional) Select a Default Broker**
   If you want to speed things up for future trades, just click Set as Default.
6. **Pause Without Disconnecting**
   To take a breather without disconnecting, toggle Active off to stop order routing.

**Recommendations**
If your balances don’t show up after OAuth, just hit Refresh once. Also, keep going with Paper Trading to sharpen your trading skills—you’ve got this!