Your dashboard, and connecting a broker

Do this now: Open the menu under your name, then Broker & Exchanges, and read the note under your broker. If it needs a regular login, set a phone reminder for it now. Key ideas: - Your funds stay with your broker; Live Auto sends orders to it, Live Offline does not. - Live Offline still needs a broker added (no login); the US list has nine brokers, and Tradier's paper account covers stocks and options. - Some brokers expire access after a set time: in Live Auto, orders cannot proceed until it is renewed; the note under your broker says how often.