Self Operating Brokerage

Supported brokerages, and which income systems each one can run.

Which brokerages work with Self Operating Brokerage

Step-by-step guide to linking your TastyTrade brokerage account.

Connecting your TastyTrade account

Connect Schwab, E*TRADE, Webull, and other supported brokerages.

Connecting your brokerage through SnapTrade

What each field on your connected accounts means.

Understanding your Brokers page

How to revoke access to a connected brokerage, and what to do first.

Disconnecting a brokerage account

Restore a dropped brokerage connection, and download your trade history as a CSV.

Reconnecting an account and exporting trade history

Austin Bouley

How to integrate and which brokers we integrate

Broker Integration

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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