Can You Connect a Brokerage Account to OptiView?
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Can OptiView connect to my brokerage account?

OptiView connects to brokerage accounts using secure OAuth 2.0 authorization. This connection allows users to access real-time market data and send order instructions while keeping execution and assets within the broker.

What the connection enables

  • Access real-time option quotes and underlying price data through the connected broker
  • Send structured order instructions from OptiView to your broker for execution
  • Use live data when building and analyzing options strategies

How the connection works

  • OptiView uses OAuth 2.0 to securely link your brokerage account
  • OptiView does not need your log-in credentials and all your assets remain securely with your broker
  • Authentication is handled directly by the broker, not stored by OptiView
  • The connection grants access to data and order routing without transferring custody

Without a broker connection

  • Use all options analytics and strategy analysis tools without restriction
  • View 15-minute delayed market data across supported instruments
  • Build and visualize options strategies without linking a broker

Related Questions

Broker
How can I connect OptiView to my broker?To connect a broker to OptiView, users can link a brokerage account from the account profile or directly within the platform. OptiView connects to the broker through a secure authorization flow that grants limited access for data and functionality.
Broker
Which brokers does OptiView support?OptiView connects to four supported brokerages: Tastytrade, Tradier, TradeStation, and Charles Schwab. Connecting a broker unlocks real-time option and equity market data and allows users to send order instructions from OptiView directly to the brokerage account.
Charting
What is the difference between delayed data and real-time broker data?OptiView provides either 15-minute delayed market data or real-time broker data, depending on whether a brokerage account is connected. Delayed data is available to all users, while real-time data is provided by a connected broker.