Trading Account Connection

Some users may have multiple account types in his or her main brokerage account. These account types usually fall into the following categories:

• Cash

• Margin

• Roth

• Money Market

And for each of the category, it is also not uncommon to have multiple sub-accounts (for example IRA Roth and Traditional Roth). StockHero allows a user to connect to a specific sub-account type after the user has established a connection with his brokerage account.

Connecting to a Specific Account Type

1. Go to StockHero >> Settings >> Brokerage API page

2. Under the Connected Brokerages section, click the vertical row of dots that appear on the top right of the brokerage.

3. Select Connect Account

4. A pop up window displaying your sub-accounts will appear.

5. Click the sub-account that corresponds to the cash and shares that you want to trade from.

6. Visit the StockHero > Portfolio page and ensure that your USD amount is correct.