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.

Synchronization