Connecting each broker for auto-sync

Interactive Brokers

First, set this up in Interactive Brokers

1. Enable third-party access in IBKR. In a separate tab, log in to IBKR (Client Portal) and turn on SnapTrade as a third-party service:
   • Open Performance & Reports from the top menu.
   • Go to Third-Party Reports.
   • Click the gear icon under Third-Party Services.
   • On “Configure Third-Party Services”, turn on the SnapTrade service.
2. Copy your Query ID and Token. IBKR then shows a Query ID (6–7 digits) and a Token (24 digits). Copy both — you’ll paste them into SnapTrade.

Then connect in Ledger of Alpha

1. Start the connection. Click “Connect a brokerage” and choose Interactive Brokers. Accept SnapTrade’s terms on your first connection, then Continue.
2. Paste your Query ID and Token. The portal asks for the two values you copied from IBKR. Paste the Query ID and the Token.
3. Submit. SnapTrade sends you back here. Map the brokerage account to a ledger account and your IBKR history syncs in.

You'll need: IBKR Query ID (6–7 digits) · IBKR Token (24 digits).

• IBKR uses a token instead of a login — you never type your IBKR password into SnapTrade.
• IBKR auto-sync is read-only (report-based). It syncs your trade history; it does not place orders.
• Most common snag: the SnapTrade service wasn’t switched on under Third-Party Services, or the wrong Query ID/Token pair was copied.
• Prefer a file instead? You can also import an IBKR Flex Query or Activity CSV — see the import guide.
• Connections can go stale after a broker password/2FA change or a long stretch of inactivity — if syncing stops, just disconnect and reconnect. Your existing trades are kept.

View SnapTrade's official Interactive Brokers guide (with screenshots) ↗

Robinhood

1. Start the connection. Click “Connect a brokerage” and pick Robinhood in the SnapTrade portal. On your first connection you’ll accept SnapTrade’s terms.
2. Continue to Robinhood. SnapTrade redirects you to Robinhood’s own secure website — you log in there, not inside Ledger of Alpha or SnapTrade.
3. Log in and approve. Sign in with your Robinhood credentials and complete any 2-factor prompt. Then approve the access request (the “Access User Agreement” / “Allow” button).
4. You’re connected. SnapTrade sends you back here. Map the brokerage account to a ledger account and your trades start syncing.

You'll need: Robinhood username & password · Your 2FA method (app or SMS), if enabled.

• Your Robinhood password is entered only on Robinhood’s site — it’s never shared with SnapTrade or with us.
• Access is read-only for journaling: we sync your positions and trade history, not the ability to place orders.
• Connections can go stale after a broker password/2FA change or a long stretch of inactivity — if syncing stops, just disconnect and reconnect. Your existing trades are kept.

View SnapTrade's official Robinhood guide (with screenshots) ↗

Webull

1. Start the connection. Click “Connect a brokerage” and pick Webull in the SnapTrade portal. On your first connection you’ll accept SnapTrade’s terms.
2. Continue to Webull. SnapTrade redirects you to Webull’s own secure website — you log in there, not inside Ledger of Alpha or SnapTrade.
3. Log in and approve. Sign in with your Webull credentials and complete any 2-factor prompt. Then approve the access request (the “Access User Agreement” / “Allow” button).
4. You’re connected. SnapTrade sends you back here. Map the brokerage account to a ledger account and your trades start syncing.

You'll need: Webull username & password · Your 2FA method (app or SMS), if enabled · Your 6-digit Webull trade PIN.

• Your Webull password is entered only on Webull’s site — it’s never shared with SnapTrade or with us.
• Access is read-only for journaling: we sync your positions and trade history, not the ability to place orders.
• Webull asks for your 6-digit trade PIN during login — have it ready. (Make sure you’re connecting Webull US.)
• Connections can go stale after a broker password/2FA change or a long stretch of inactivity — if syncing stops, just disconnect and reconnect. Your existing trades are kept.

View SnapTrade's official Webull guide (with screenshots) ↗

E*TRADE

1. Start the connection. Click “Connect a brokerage” and pick E*TRADE in the SnapTrade portal. On your first connection you’ll accept SnapTrade’s terms.
2. Continue to E*TRADE. SnapTrade redirects you to E*TRADE’s own secure website — you log in there, not inside Ledger of Alpha or SnapTrade.
3. Log in and approve. Sign in with your E*TRADE credentials and complete any 2-factor prompt. Then approve the access request (the “Access User Agreement” / “Allow” button).
4. You’re connected. SnapTrade sends you back here. Map the brokerage account to a ledger account and your trades start syncing.

You'll need: E*TRADE username & password · Your 2FA method (app or SMS), if enabled.

• Your E*TRADE password is entered only on E*TRADE’s site — it’s never shared with SnapTrade or with us.
• Access is read-only for journaling: we sync your positions and trade history, not the ability to place orders.
• Connections can go stale after a broker password/2FA change or a long stretch of inactivity — if syncing stops, just disconnect and reconnect. Your existing trades are kept.

View SnapTrade's official E*TRADE guide (with screenshots) ↗

Charles Schwab

1. Start the connection. Click “Connect a brokerage” and pick Charles Schwab in the SnapTrade portal. On your first connection you’ll accept SnapTrade’s terms.
2. Continue to Charles Schwab. SnapTrade redirects you to Charles Schwab’s own secure website — you log in there, not inside Ledger of Alpha or SnapTrade.
3. Log in and approve. Sign in with your Charles Schwab credentials and complete any 2-factor prompt. Then approve the access request (the “Access User Agreement” / “Allow” button).
4. You’re connected. SnapTrade sends you back here. Map the brokerage account to a ledger account and your trades start syncing.

You'll need: Charles Schwab username & password · Your 2FA method (app or SMS), if enabled.

• Your Charles Schwab password is entered only on Charles Schwab’s site — it’s never shared with SnapTrade or with us.
• Access is read-only for journaling: we sync your positions and trade history, not the ability to place orders.
• Connections can go stale after a broker password/2FA change or a long stretch of inactivity — if syncing stops, just disconnect and reconnect. Your existing trades are kept.

View SnapTrade's official Charles Schwab guide (with screenshots) ↗

TradeStation

1. Start the connection. Click “Connect a brokerage” and pick TradeStation in the SnapTrade portal. On your first connection you’ll accept SnapTrade’s terms.
2. Continue to TradeStation. SnapTrade redirects you to TradeStation’s own secure website — you log in there, not inside Ledger of Alpha or SnapTrade.
3. Log in and approve. Sign in with your TradeStation credentials and complete any 2-factor prompt. Then approve the access request (the “Access User Agreement” / “Allow” button).
4. You’re connected. SnapTrade sends you back here. Map the brokerage account to a ledger account and your trades start syncing.

You'll need: TradeStation username & password · Your 2FA method (app or SMS), if enabled.

• Your TradeStation password is entered only on TradeStation’s site — it’s never shared with SnapTrade or with us.
• Access is read-only for journaling: we sync your positions and trade history, not the ability to place orders.
• Connections can go stale after a broker password/2FA change or a long stretch of inactivity — if syncing stops, just disconnect and reconnect. Your existing trades are kept.

View SnapTrade's official TradeStation guide (with screenshots) ↗

Tastytrade

1. Start the connection. Click “Connect a brokerage” and pick Tastytrade in the SnapTrade portal. On your first connection you’ll accept SnapTrade’s terms.
2. Continue to Tastytrade. SnapTrade redirects you to Tastytrade’s own secure website — you log in there, not inside Ledger of Alpha or SnapTrade.
3. Log in and approve. Sign in with your Tastytrade credentials and complete any 2-factor prompt. Then approve the access request (the “Access User Agreement” / “Allow” button).
4. You’re connected. SnapTrade sends you back here. Map the brokerage account to a ledger account and your trades start syncing.

You'll need: Tastytrade username & password · Your 2FA method (app or SMS), if enabled.

• Your Tastytrade password is entered only on Tastytrade’s site — it’s never shared with SnapTrade or with us.
• Access is read-only for journaling: we sync your positions and trade history, not the ability to place orders.
• Connections can go stale after a broker password/2FA change or a long stretch of inactivity — if syncing stops, just disconnect and reconnect. Your existing trades are kept.

View SnapTrade's official Tastytrade guide (with screenshots) ↗