Trade It Documentation

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Connect a Brokerage ​

This is how users connect their existing brokerage accounts so they can place trades on your platform.

How It Works ​

  1. Your server uses the user's Trade It token to request a connect session URL.
  2. Your client-side app passes that URL into the React SDK.
  3. The user selects a brokerage, authorizes it, and returns to your platform flow.

Server-side: Request a Connect Session URL ​

Call Trade It's API server-side to get a url to the connection portal. The URL is pre-authenticated so the user does not need to log in.

Request ​

http
POST <api endpoint>/api/session/url
Content-Type: application/json
Authorization: Bearer <user's trade it access token>

{
  "target": "connect",
  // "brokerageId": 1 (Optional)
}

Response ​

json
{
  "url": "https://tradeit.app/connect?token=ti:...&embedded=1",
  "expiresAt": "2026-02-27T19:35:12.000Z",
  "feature": "connect"
}

Client-side: Open the Connection Modal ​

tsx
import { TradeItModal, useTradeIt } from '@trade-it/react';

function ConnectBrokerageButton() {
  const tradeIt = useTradeIt();

  async function openConnect() {
    const res = await fetch('/your-server/tradeit/connect');
    const data = await res.json();

    tradeIt.openConnect({
      launch: {
        mode: 'connect',
        url: data.url,
      },
    });
  }

  return (
    <>
      <button onClick={openConnect}>Connect a Brokerage</button>
      {tradeIt.modalProps && <TradeItModal {...tradeIt.modalProps} />}
    </>
  );
}

Connection Flow ​

This is the experience your users see inside your platform when they connect a brokerage.

Step 1: Select a Brokerage ​

Trade It opens a brokerage picker inside your site. Users choose from supported brokerages, and existing/expired connections are labeled clearly.

Brokerage selection screen inside the Trade It connect modal
Step 1: Select a brokerage. Existing and expired connections are marked for clarity.

Step 2: Complete Brokerage Authentication ​

After selection, Trade It starts that brokerage's auth flow. Depending on brokerage behavior, users may be redirected to an auth tab/window while the modal tracks progress.

Start connection step in the Trade It connect modal
Step 2A: Trade It confirms the brokerage and starts authentication.
Connection in progress state in the Trade It connect modalBrokerage authentication screen example during connection
Step 2B: Trade It tracks progress and resumes automatically after brokerage auth completes.

Step 3: Return to Your Platform ​

After success, Trade It confirms completion and hands control back to your client-side flow so users can move directly into trading.

Successful brokerage connection confirmation screen
Step 3: Connection is complete and the user is ready to trade.