Keep your portfolio in sync

It is important to keep your portfolios in sync. You can do this from the portfolios tab in TradeStops.

To Update Credentials:

  1. Go to the portfolio tab and click on the little downward-pointing triangle to the left of your portfolio name
  2. Click Synchronize. Then, click Update Credentials
  3. Hand-type in your broker credentials. Do not use anything that is typed in the box for you!
  4. Click Update

Please see more details in the article Known Broker Issues.