Linking Your Account with Plaid

The following are basic steps for linking your account with BrokerConnect for the first time. This is a one-time setup per brokerage account. The data required for connecting may vary depending on your broker.

This method is currently available for Charles Schwab, ETrade, Fidelity, TradeStation.

•  Select the appropriate broker Account Tab you want to link for BrokerConnect importing method.
   
  

• From the Account menu, click the Import Settings button.

•  Enter the Username of the account you want to link, and then click Link Account to open the one-time setup in your web browser.

• Your default web browser will open with a new page. Click Launch Link to continue.
• Click Continue to agree to the terms & continue using Plaid to connect your account.

• Select the Broker you want to link from the populated list, or type the broker name in the Search bar. (This MUST be the same broker from Step 1.)

• Enter the Email/Username and the Password to the account you are linking, then click Submit. 

• Select the method you want to use to verify your identity, then click Continue.

• Once you've received the security code, enter it into the box, and press Submit.

• The verification can take up to 2 minutes. Please do not leave or close the page, or press any other buttons during this process. (During this time, you will see a spinning wheel that may at times stop spinning. This is normal and does not indicate that the page has frozen.) 

• Once the verification has been completed, Plaid will return your brokerage account(s). Select the account you want to link, and press Continue.

• You will be alerted if the linking was successful. Press Continue.       

• Close TradeLog, wait several minutes, and then re-open your file. From the Account tab, you can now click the BrokerConnect button to import your trades.