Current BrokerConnect Status
| BROKER | ISSUE / STATUS | INTERIM SOLUTION |
| Charles Schwab | BrokerConnect is currently unavailable. Click here for information and help. | Use Schwab CSV Import Method |
| E*TRADE | BrokerConnect is erratic and some users receive errors from E*TRADE. | Contact TradeLog Support with your error code for specific recommended instructions. Or use E*TRADE CSV Import Method |
| Fidelity |
BrokerConnect is experiencing intermittent problems. Click here for more information and help.
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If you receive a BrokerConnect error you can (1) try again at a later time or day, or (2) use the CSV import method for immediate importing - click here for those instructions. |
| TradeStation | BrokerConnect may fail due to recent two-factor security upgrades. We are working with TradeStation on updates. | If necessary, use TradeStation CSV Import Method |
No other known issues. If you are experiencing BrokerConnect or other import problems, please contact our support team.
Update emailed to customers on Feb. 2, 2021:
For several months we’ve been working to resolve different issues with our BrokerConnect import methods for Charles Schwab, E*TRADE, Fidelity, and TradeStation. There have been various challenges, some outside of our control. For example, some brokers put “holds” on any development updates during periods of market volatility (which have been frequent in recent months).
While we maintain alternate import methods for all these brokers, we recognize you prefer BrokerConnect, and these issues cause you inconvenience. We’ve taken a hard look at our approach to provide the best long-term solutions.
Therefore, we recently changed direction and are working with a single data partner to provide a consistent and secure BrokerConnect API for our current brokers – as well as many more. This is the primary focus of our development team and we expect to begin releasing this availability over the next several weeks.
Because this is a major change to our BrokerConnect, we’ll be doing a soft release for qualified users to verify it works in real-life accounts. If you’re interested in receiving an early release, you can click here to register.
We apologize for any inconvenience caused with the BrokerConnect issues and hope that our solution will greatly reduce those issues for years to come.
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