To connect your broker account, please follow these steps:
1 . Head over to the Settings page.
2. Scroll to the Broker Account section. It will look like the following -
3. Click on Connect - This will open a Broker chooser dialogue shown below with a list of supported brokers. Please see this link for the latest list of supported brokers.
Please note - In case you don't see your broker, please be rest assured. We are in talks with several other brokers to get them on board.
4. Select your Broker and enter your broker account's credentials. Don't worry - this is absolutely safe. We don't receive the credentials entered by you. This step is so that your broker can authorize connecting your broking account with Tickertape
And you're done! Your broker account is now connected to Tickertape and would look like the image attached below.
Now, you can place orders and fetch holdings in your broker account directly from within Tickertape! Read more about it here, and you can read more about the list of brokers from which we can currently fetch holdings - here.