FAQ (Frequently Asked Questions)

System Requirements
What are the system requirements for using Broker Connect?

The Add-in currently works on the following platforms:

  • Excel on Windows
  • Excel on Mac
  • Excel on the web
  • Excel on iPad

Which brokers can Broker Connect currently connect to?

The Add-in can connect to the following brokers:

  • Alpaca
  • Binance
  • Coinbase
  • CommSec
  • Degiro
  • Interactive Brokers
  • Questrade
  • Robinhood
  • Stake Australia
  • Stake UK
  • TD Ameritrade
  • Tradestation
  • Tradier
  • Wealthsimple Trade
  • Webull
  • Zerodha

Is my data secure when using Broker Connect?

We utilise a number of technologies in order to make the Add-in highly secure:

  • Secure Sockets Layer (SSL): All communication is across HTTPS, it is encrypted
  • Public/Private Key Encryption: We utilise x bit RSA public/private key encrytion. On initial sign-up, an RSA public/private key pair is generated on your device. Your private key NEVER leaves your device, only the public key is shared.
How are my broker account credentials handled?

We link to your broker through our truster partner, SnapTrade. We do not see your credentials nor have access to your accounts.

The Add-in communicates, via SSL, directly to SnapTrade.