This article is for users on an Established or Xplorer plan which has been augmented with Connect.

We will take you step by step on how to link to an online broker to a STRATxAI account.

STRATxAI offers seamless integration with Interactive Brokers (IBKR) and Alpaca (with additional brokers in the pipeline).

If you have not already set up a broker account with one of these providers, you can set one up easily. Find out more on how to open a broker account.

Begin on your STRATxAI dashboard. Click on Add Integration under Broker Integrations.

Select the broker you want to integrate

Broker integration will be a quick and straightforward process for most users.

We have included some tips and common FAQ's further down.

Once you have integrated your broker, you can check your connections at any time on the dashboard. If you click on the broker you can view all the accounts associated with the connection.

Broker Integrations on your STRATxAI Dashboard

With Alpaca you can connect one Alpaca account to one STRATxAI portfolio. To connect additional STRATxAI portfolios you will need to set up another Alpaca account.

You can link one Alpaca account to one STRATxAI portfolio

With IBKR you can have multiple sub accounts on one Master IBKR account. If you have multiple sub accounts, you can switch between them by choosing the appropriate Account ID from the dropdown on the left of the screen.

If you have created a new IBKR sub account you can click the refresh button to load and sync the subaccount with STRATxAI.

You can have multiple IBKR sub accounts to manage different portfolios

If your brokerage account is connected successfully and the market is open, then you can create a fully-automated quantitative portfolio.

Once you have have your Alpaca username and password to hand, you are ready to go.

If you are separately logged into Alpaca on your browser this will be even faster.

From your STRATxAI dashboard, click on Add Integration under Broker Integrations.

Add integration and connect your Broker

Simply click Allow on the Alpaca authorization page.

Authorization page on Alpaca

You will immediately be returned to your STRATxAI dashboard where you will see Alpaca Markets listed as a Stock Broker Integration

Successful integration! You can integrate with more than one brokerage account.

You will need

• Your IBKR username and password
• The IBKR Mobile App downloaded and activated
• For US customers, make sure you have an IBKR Pro account (not IBKR lite)

From your STRATxAI dashboard, click on Add Integration under Broker Integrations.

Add integration and connect your Broker

Enter your IBKR username and password into the two fields available.

Connect to IBKR Pro to Live Trade

You can switch between ‘Live Trading’ and ‘Paper Trading’ mode.

Live Trading: uses your real IBKR account – ie. real cash or margin

Paper Trading: uses a simulated IBKR account – they normally give you $100,000 to play around with.

Note. You may have different Live and Paper Trading usernames, you can view this information within the settings page in IBKR.

Successful integration! You can integrate with more than one brokerage account.

1. Incorrect Username or Password

Check that you entered your Interactive Broker credentials as opposed to STRATxAI account credentials.

Ensure that you are using your current password. You can verify this by logging into your Interactive Brokers account through their website.

If you have forgotten your username or password then this can be reset via the Interactive Brokers website.

You must have an IBKR Pro account to integrate with STRATxAI. This is the default in most regions, but in the US there is an option for IBKR Lite. If that's you, then go ahead and set up a Pro account – it’s pretty quick (and free, of course).

The IBKR username and password that you use to log in to your overall IBKR account are not necessarily the same username and password specifically used for Paper Trading. It is quick to identify if this is the case.

Log in to IBKR, click on the Settings menu that drops down under Welcome user.

In Account Settings look down the left hand column until you see Paper Trading Account and the account name listed.

Click to access the full details which will include your Paper Trading Username.

You can choose to share market data with your main account.

There is also the option to reset the password related to the paper trading username.

*This article was updated in 2022. If you come across any substantial differences relating to the IBKR or Alpaca side of the process, please let us know so may update this guide.