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Step 5 - Connect Broker Accounts

To connect Broker Accounts, do the following:

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Written by Anders Nederhoed
Updated over 2 months ago

  1. Open the ClearEdge Automation software.

  2. Click the + icon to open up the list of Brokers/Exchanges.

  3. Add any broker/exchanges that you currently have accounts with or want to open an account with. You can have multiple brokers simultaneously.

  4. When logging in to your broker, the first time, locate the padlock icon in the software interface (next to start Automation Agent).

  5. Click the padlock to enter your broker account credentials:

    • Input your username and password for your broker account.

    • Save the credentials to allow the software to remember them for future logins.

  6. After saving, the software will automatically log you into your broker account when you start the Automation Agents.

  7. If you have multiple broker accounts, you can connect them simultaneously:

    • Each account will open in a separate window within the software.

  8. To start or stop Automation :

    • Click Start Automation to connect to your broker account(s).

    • Click Stop Automation to log out without needing to re-enter credentials on the next login.

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