How to Connect Your Broker to OptiView
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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.

Where to connect a broker

  • Open the Account Profile settings and select broker connections
  • Use the broker selection interface within the platform dashboard

How the connection process works

  • OptiView redirects users to the broker’s official login page
  • Users log in and approve the connection within the broker environment
  • The broker returns a limited-access authorization token to OptiView
  • OptiView uses this connection to access permitted data and features

If you do not have a broker

  • You can use most of OptiView's features without a broker
  • View supported brokers inside the OptiView account settings
  • Select a broker to access its signup or information page

Related Questions

Broker
How do I remove my broker from OptiView?Users can remove a broker from OptiView by deleting the broker connection in the account settings. Removing the connection disconnects OptiView from the brokerage account and revokes access permissions.
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.
Broker
Why am I still seeing delayed data after connecting my broker?Seeing delayed data after connecting a broker usually means the brokerage connection is active but the account does not have the required real-time market data entitlements.