StockHero Guide
  • Setting Up Your Stock Trading Bot
  • Quick Start Bots
  • Video Gallery
  • Major Updates
    • Achieving ISO27001 Certification
    • StockHero Version 3
    • StockHero V2, The Best Is Not Enough
      • StockHero V2.5
    • StockHero Release Notes
  • Getting started
    • Paper Trading
    • Backtesting
    • Dashboard
    • Portfolio
    • Bots and Deals
    • Bots Processing Priority
    • Strategy Marketplace
    • Deploying A Marketplace Bot
    • SMS Notifications
  • Futures Trading
  • Bot Settings
    • Strategies
    • Trading Parameters
    • Entry / Exit Conditions
    • Advanced Bots
    • DCA Bots
    • Exit Bot
    • Price Bot
    • Grid Bot
    • Sell Bot
    • Momentum Bot
    • Trailing Stoploss
    • Trailing Take Profit
    • Bot's Performance Stats
    • Strategy Designer
  • Technical Indicators
    • Bollinger Band
    • EMA
    • RSI
    • Stoch RSI
    • MACD
    • Volume
    • TradingView
    • Mandatory Indicators
  • Connecting Your Brokerage
    • Supported Brokerages
    • Trading Account Connection
    • TradeStation
    • Webull
  • Wealthsimple
  • FAQ
    • Terminology
    • Frequently Asked Questions
  • Housekeeping
    • Release Notes
    • Terms of Use
    • Official Communities
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  1. Connecting Your Brokerage

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

  • Money Market

And for each of the category, it is also not uncommon to have multiple sub-accounts. StockHero allows a user to connect to a specific 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 a sub-account. Then go to StockHero's Portfolio page and check if your balance appears. If not, repeat this step for the next sub-account.

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Last updated 7 days ago