STAGE 01 / CONNECT
Connect portfolio
Connect supported accounts for portfolio visibility. Automatic mode is designed to operate within saved limits after activation and certification; live automatic execution is not currently available. Approve/Deny reviews each order, while read-only accounts stay manual. This demo places no orders; paper trading uses virtual funds.
01 / ACCESS · EXAMPLEAccount-specific permissions
02 / SECURITY · EXAMPLEEncrypted credentials
03 / CONTINUITY · EXAMPLEReconnect controls