Connecting a Brokerage
First-time setup of a brokerage connection via SnapTrade.
Connecting a brokerage takes about a minute and is a one-time step per broker.
Steps
- From Brokerages, click Link Brokerage.
- The Select Brokerage modal opens with a button per supported broker.
- Click your broker. The browser navigates to SnapTrade's connection portal, which then forwards you to your broker's authentication page.
- Sign in with your broker credentials and approve the read-only connection. Some brokers prompt for a secondary passphrase or 2FA code here.
- SnapTrade redirects you to OptionsPro's callback page, which finalizes the connection and then forwards you to Brokerages with the new connection listed.
Supported brokers
OptionsPro supports the following brokers via SnapTrade. Both columns are also shown next to each broker in the Select Brokerage modal, so you can check them before you link.
- History is how far back that integration can pull transaction history on the first sync. "Account open" means full history back to when the account was opened.
- New trades is how quickly a fill you make today becomes visible. See When new trades appear below.
| Broker | History | New trades |
|---|---|---|
| Alpaca (live and paper accounts) | Account open | Within minutes |
| E*Trade | Last 2 years | Within minutes |
| Fidelity | Last 2 years | Next business day |
| Interactive Brokers | Last 2 years | Next business day |
| Robinhood | Account open | Within minutes |
| Schwab | Last 2 years | Within minutes |
| tastytrade | Account open | Within minutes |
| Wealthsimple | Since April 2023 | Within minutes |
| Webull (US and Canada) | Last 2 years | Within minutes |
If yours isn't listed, you can still track trades via Manual Trade Entry or the Trade Import wizard.
When new trades appear
How fast a new trade shows up in OptionsPro is set by your broker, not by us. Brokers fall into two groups:
- Within minutes. The broker answers a data request on demand, so a fill is imported within a sync cycle of it executing.
- Next business day. The broker only publishes a once-a-day snapshot of your account. A trade you make today is not available to anyone outside the broker until that snapshot runs, so it typically lands in OptionsPro the next business day. Fidelity and Interactive Brokers work this way.
On a next-business-day broker, Refresh Data cannot pull in a trade the broker hasn't published yet - it only re-reads what SnapTrade already holds. A same-day trade missing from a Fidelity or IBKR connection is the expected broker-side wait, not a broken connection.
If you need a trade visible sooner than your broker publishes it, add it with Manual Trade Entry. The synced copy is deduplicated against your manual entry when it eventually arrives.
Broker-specific limitations
These are limits imposed by the broker's own integration, not by OptionsPro. Each one is also shown on that broker's row in the Select Brokerage modal.
| Broker | Limitation |
|---|---|
| Alpaca Paper | Paper trading accounts only. |
| E*Trade | One linked connection at a time, and only the 50 most recent orders are returned. |
| Fidelity | Orders appear only after they execute. A Fidelity account opened after you link needs a reconnect to be included. |
| Interactive Brokers | Requires enabling SnapTrade in IBKR Client Portal under Performance & Reports > Third-Party Reports (search "SnapTrade", one word). Paper accounts cannot connect. First-time setup takes 1 to 2 business days. |
| Robinhood | Stock rewards and bonuses are not reported. |
| Schwab | Money market funds are reported as cash rather than as positions. |
| Wealthsimple | Self-directed accounts only. Managed and robo-advisor accounts are not supported. |
| Webull (US and CA) | One linked connection at a time, and cash accounts do not report trade data. |
Interactive Brokers
Interactive Brokers needs one extra step that no other broker does: instead of signing in to IBKR through SnapTrade, you turn on SnapTrade as a third-party service inside your IBKR account.
This is easiest in IBKR Client Portal in a desktop browser. The same menus exist on IBKR's mobile web page, but they are harder to find there.
- In OptionsPro, click Link Brokerage and choose Interactive Brokers. Keep the SnapTrade window open. It will ask you for a Query ID and Token in step 6.
- In a new browser tab, sign in to IBKR Client Portal.
- Go to Performance & Reports > Third-Party Reports. On a narrow screen, open Menu in the top left and go to Reporting > Third-Party Reports instead.
- In the Third-Party Services panel, click the gear icon in its top right corner.
- Search for SnapTrade, spelled as one word. Searching "Snap Trade" with a space returns "No services found". Tick the SnapTrade checkbox and click Save.
- IBKR shows a Query ID and a Token for SnapTrade. Copy both into the SnapTrade window from step 1 to finish linking.
Things to know before you start:
- Paper accounts cannot connect. IBKR does not allow third-party connections on paper trading accounts, so only a live IBKR account can be linked.
- First data takes 1 to 2 business days. SnapTrade's Interactive Brokers integration is Flex-based, which makes it slower to come online than every other broker on the list: after you finish linking it can take 1 to 2 business days before SnapTrade has any trade data to hand over. Everything else about the connection works the same way once data starts flowing.
What that wait looks like in OptionsPro:
- The post-link toast says Interactive Brokers can take 1 to 2 business days, rather than the usual "a few minutes" wording.
- The connection lists as normal on Brokerages and keeps showing its initial-sync spinner while it waits.
- OptionsPro keeps re-checking in the background for up to 7 days, so you can close the app and come back.
- Refresh Data cannot speed this up - it only re-reads what SnapTrade already holds, which for a still-connecting IBKR account is nothing yet.
If you can't connect your IBKR account at all (for example, a paper account), you can bring your IBKR trades in by file instead. In IBKR Client Portal, go to Performance & Reports > Flex Queries, create an Activity Flex Query that includes the Trades section with CSV as the format, run it, and upload the downloaded file on the Import Trades page. See Trade Import for how the import wizard works.
Use one route per IBKR account, not both. Don't import a CSV for an account that is connected or still connecting through SnapTrade, even while you wait for the first sync. Duplicate detection only checks trades that are already in OptionsPro, so when the SnapTrade sync lands later it adds the same fills again and your positions and P&L count them twice. If you already imported a CSV and then connect the account, delete the imported trades from the Trades table first.
What happens next
- The connection appears in the Brokerages table with an Active status badge. A spinner shows in the row's actions column while the initial sync runs.
- The first trade import is triggered by SnapTrade once it finishes pulling transaction history from your broker. This can take anywhere from a few seconds to several minutes depending on the broker and account history.
- Interactive Brokers is the exception: it can take 1 to 2 business days to fully connect before any trade data arrives. That's normal for this broker, not a failed connection - see Interactive Brokers above.
- On Fidelity and Interactive Brokers, trades made after the initial sync arrive with the broker's next daily snapshot rather than within minutes - see When new trades appear.
- As trade data arrives, positions materialize and the Dashboard populates.
- Mark prices and Greeks refresh on a timer during market hours.
Troubleshooting
I approved the connection but it doesn't appear. Refresh the Brokerages page. The callback handler is idempotent and detects existing authorizations, so refreshing or re-running the callback will not produce duplicate connections.
The connection shows but no trades have appeared. Trade import is triggered by a webhook from SnapTrade once it finishes pulling transaction history from your broker. Larger histories can take several minutes. If trades still haven't appeared after that, use Refresh Data in the row's actions menu to force a sync.
I traded today and the trade isn't here. Check your broker's row in the table above. On a Next business day broker - Fidelity and Interactive Brokers - the broker publishes one snapshot per day, so today's fill isn't available to OptionsPro until that snapshot runs. Refreshing won't pull it in any sooner. Add it with Manual Trade Entry if you need it now; the synced copy is deduplicated against it later. On a Within minutes broker, a trade still missing after a few minutes is worth a Refresh Data.
On Interactive Brokers, allow 1 to 2 business days before treating an empty connection as a problem. Refresh Data cannot speed this up - it only re-reads what SnapTrade already has, and for a still-connecting IBKR account that is nothing yet. OptionsPro re-checks automatically and imports your trades as soon as the data lands.
I can't find SnapTrade in IBKR's Third-Party Services. Search for "SnapTrade" as one word - "Snap Trade" with a space returns "No services found". The list sits behind the gear icon on the Third-Party Services panel under Performance & Reports > Third-Party Reports, which is easiest to reach in Client Portal on a desktop browser. If you're signed in to a paper account, switch to your live account: IBKR does not allow third-party connections on paper accounts. See Interactive Brokers for the full steps.
My broker is listed but authentication fails. Double-check whether your broker requires a separate API passphrase (some do). SnapTrade's broker-specific setup instructions cover the per-broker quirks.
The connection status shows "Reconnect Needed" or "Error". Brokers periodically expire authorizations (especially after password changes or MFA resets). Open the row's actions menu and click Reconnect to walk back through the broker's authentication flow without losing existing trades.