Brokers
Brokers Overview
The Brokers page is your gateway to connecting Tiblio with your trading accounts. This essential integration allows you to execute trades, manage positions, and track your portfolio directly through Tiblio's platform. By connecting your brokerage account, you unlock the full power of automated option trading and the Option Bot features.
Supported Brokers
Tiblio supports integration with multiple major brokerages, each offering different fee structures and features designed to meet various trading styles and account sizes.
Charles Schwab
Commission Structure: $0.65 per contract
Schwab offers access to comprehensive trading tools and research with competitive pricing. This established brokerage provides reliable execution and extensive market research resources to support your trading decisions.
Supported Regions: United States
tastytrade
Commission Structure: $1.00 per contract for opening trades, $0.00 per contract for closing trades
Trade options, futures, and stocks with powerful tools and education. tastytrade is designed specifically for options traders, offering sophisticated trading tools and extensive educational resources focused on options strategies.
Supported Regions: United States
TradeStation
Commission Structure: $0.00 per trade and $0.00 per contract
TradeStation offers commission-free equity and options trading with professional-grade tools. New customers can earn up to $5,000 when they open and fund their account, making it an attractive option for larger accounts.
Supported Regions: United States
Tradier Brokerage
Commission Structure: $0.00 per trade and $0.00 per contract
Professional-grade trading platform with powerful API access. Tradier provides commission-free trading with robust API integration, making it ideal for automated trading strategies.
Supported Regions: United States
Account Requirements
To fully utilize Tiblio's trading features, your brokerage account must meet specific requirements:
Options Approval
Your account needs approval to trade:
- Cash-secured put contracts
- Covered call contracts
- Vertical spreads
Most brokers classify this as Level 2 options approval. Contact your broker directly to ensure you have the appropriate options trading permissions.
Account Types
Tiblio works with both cash and margin accounts. For TradeStation specifically, you'll need either a margin or cash equities account (futures and crypto accounts are not supported).
Real-Time Options Data
For optimal performance with the Option Bot and screeners, ensure your account has access to real-time options market data through your broker.
Connecting Your Broker
OAuth Authorization Process
All broker connections use secure OAuth 2.0 authorization, ensuring your login credentials are never shared with Tiblio. The connection process follows these steps:
- Click the "Connect" button for your chosen broker
- You'll be redirected to your broker's secure login page
- Log in using your normal brokerage credentials
- Review and approve the permissions Tiblio is requesting
- You'll be redirected back to Tiblio with your account connected
Required Permissions
When connecting your broker, Tiblio requests permission to:
- Read account information - View account balances, positions, and order history
- Place trades - Submit buy and sell orders on your behalf
- Access market data - Retrieve real-time quotes and option chain information
- Manage orders - Cancel or modify existing orders
Managing Connected Accounts
Account Status Indicators
The Brokers dashboard displays the current status of each connected account:
- Connected - Account is active and ready for trading
- Error - Connection issue requires attention (click reconnect)
- Not Connected - Account needs to be linked
Re-authorization
Brokers may require periodic re-authorization for security purposes. If you see an error indicator, click the "Reconnect" button to refresh your authorization. You'll receive email notifications when re-authorization is needed.
Multiple Accounts
If you have multiple accounts with the same broker (such as individual and IRA accounts), Tiblio will automatically detect and connect all eligible accounts during the authorization process.
Security and Privacy
Data Encryption
All authentication tokens and sensitive data are encrypted using industry-standard encryption before storage. Tiblio never stores your brokerage login credentials.
API-Only Access
Tiblio connects through official broker APIs, ensuring secure and regulated access to your account information and trading capabilities.
Terms of Service
By connecting your brokerage account, you agree to Tiblio's Terms of Service. Review these terms to understand how your data is used and protected.
Troubleshooting Connection Issues
Common Issues and Solutions
Authorization Failed: Ensure you're using the correct login credentials for your brokerage account. Some brokers have separate credentials for API access.
Account Not Found: Verify that your account type is supported (equity accounts with options approval). Futures and crypto-only accounts may not be compatible.
Options Not Approved: Contact your broker to apply for Level 2 options approval if you haven't already received it.
Token Expired: Click the "Reconnect" button to refresh your authorization. This is a normal security measure.
Getting Help
If you continue experiencing connection issues:
- Verify your account meets the requirements above
- Try disconnecting and reconnecting your account
- Contact your broker to confirm API access is enabled
- Reach out to Tiblio support for additional assistance
Using Connected Accounts
Once your broker is connected, you can:
- Set up and run the Option Bot for automated trading
- View real-time positions and account balances
- Execute trades directly through Tiblio's interface
- Track performance and manage risk across your portfolio
- Receive notifications about trade executions and account changes
Your connected brokerage account serves as the foundation for all of Tiblio's advanced trading features, enabling seamless integration between market analysis and trade execution.