by SmartStops Team | Apr 11, 2021 | General, Setup, Billing & Account Questions
Unfortunately Fidelity doesn’t have an API (programming interface) for us to connect up to. You should let them know you would like that. Or better yet, tell them you want SmartStops integrated as that’s the best user interface, where Fidelity can let you “turn on Smartstops and let it run”. As they would bring in our data nitely and auto-adjust with your permission. We’ve been successful in doing just that...
by SmartStops Team | Mar 9, 2021 | General, Setup, Billing & Account Questions
As shown on our Broker Integration page, SmartStops has a 2-way interface to TD Ameritrade (now owned by Schwab) and Tradeking (now owned by Ally) for its subscribers to easily import symbols and send orders across proactively for the next day’s market. If Morgan Stanley keeps E*Trade’s API that allows us to interface, we will add them next. The ideal user interface however is for your broker to integrate our daily analytics...
by SmartStops Team | Feb 12, 2021 | General, Setup, Billing & Account Questions
Yes. In your one account you can set up individual SmartStops portfolios for each unique TD Ameritrade account you have. You should name them individually and you must set up each one to be a brokerlink account if you want to import symbols and then easily send your orders across. Each portfolio on the smartstops side has to be synced individually. Please ensure that the total number of symbols in your portfolio will cover all the symbols...
by SmartStops Team | Dec 23, 2020 | General, Setup, Billing & Account Questions
After you login and go to your My Portfolio page, make sure first to select the portfolio you have set up (if there are several). Then you can easily delete a symbol by scrolling to the far right side of the page of the row the symbol is on and click the “x” mark. The symbol will immediately be removed and your screen refreshed so that you will see it removed. See this screenshot below.
by SmartStops Team | Feb 15, 2019 | General, Setup, Billing & Account Questions
Sometimes a user can get confused when they go to their My Portfolio page when they have several portfolios set up. If the “ADD TO PORTFOLIO” button is greyed out (as if active it would be a green button), that means you have multiple portfolios set up. And you need to first select the specific portfolio you want to add the symbol into , and then that portfolio will be displayed and the ADD button will become green. See the first...
