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Accounts

Link a brokerage account to enable automated rebalancing.

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Authorize MaxMar

By allowing MaxMar to access your brokerage account, you are granting MaxMar access to your account information and authorization to place transactions in your account at your direction. Your brokerage does not warrant or guarantee that MaxMar will work as advertised or expected.

Before authorizing, learn more about MaxMar.

Connect a brokerage account

Choose how you want to link your brokerage.

T

Connect Tradier

Paste your Tradier API access token below.

Generate an API access token from your Tradier dashboard at dash.tradier.com (Settings → API Access). Paste it here. The token is encrypted at rest and never displayed again.
IB

Connect Interactive Brokers

Link your IBKR account with a dedicated Gateway user.

Create a dedicated secondary userin IBKR Client Portal (Settings → Users & Access Rights) with two-factor authentication disabled — this lets us sign in for you automatically. Give it trade permissions on the account, then enter its username and password below. Credentials are encrypted at rest.

If this login uses a mobile-authenticator code as its only 2FA method, paste its setup seed to connect without a phone tap. Leave blank to approve each login with an IB Key push.