1. 01Account (done)
  2. 02Choose your portfolio (done)
  3. 03Connect your broker (done)
  4. 04Link status
  5. 05Your portfolio

← Back: Connect your broker

Link status

This page follows the link to your broker account until copying starts.

Waiting for your broker (usually 5 to 10 business days)
Your approval
Signed [date]
Broker link
Waiting for your broker
Copying
Starts when the link is approved
Trading as
$100,000
Plan
T1, $550 a month
  1. Account created[date, time]
  2. Two-step sign-in set up[date, time]
  3. Portfolio chosen: T1, trading as $100,000[date, time]
  4. Copying approvedSigned [date]
  5. Waiting for your brokerYour broker is reviewing the link. The first time usually takes 5 to 10 business days.Since [date]
  6. Copying onWe e-mail you, and Your portfolio shows “Copying on”. Copying then starts as you chose: “Start with the next trade” or “Join trades in progress”.

If the approval did not go through, reopen the approval page.

Go to your portfolio

Prototype: nothing is sent or stored; buttons move to the next screen. Sample data and placeholders are in dashed boxes. Back to the tour