Connecting Your Brokerage
Step-by-step guide to linking your trading account to Ape AI.
⏱️ Time to read: 5 minutes 📱🌐 Platform: Both iOS & Web 👤 Best for: Everyone
🎯 Before You Start
What You'll Need:
For Ape Paper Trading (Easiest):
✅ Ape AI account
✅ That's it!
For Real Brokerage:
✅ Ape AI account
✅ Active brokerage account (Robinhood, Webull, TD Ameritrade, etc.)
✅ Brokerage login credentials
✅ 2FA device (if your broker uses it)
✅ 5 minutes
Check if your broker is supported: See Supported Brokerages →
🍌 Option 1: Connect Ape Paper Trading (Recommended First)
This is the easiest and ALWAYS appears first.
iOS
Step 1: Go to Portfolio Tab
Open Ape AI
Tap Portfolio tab (bottom right)
If no brokerages connected, you'll see "Connect Brokerage" button
Step 2: Select Ape Paper Trading
Tap "Connect Brokerage"
See list of brokerages
Ape Paper Trading is at the TOP ⭐
Tap it
Step 3: Claim Your Account
See welcome screen
Explains you get $100,000 virtual cash
Tap "Claim My Paper Trading Account"
Step 4: Done! ✅
Account created instantly
$100,000 available to trade
Portfolio tab now shows your balance
Start trading risk-free!
Total time: 30 seconds
Web
Step 1: Go to Portfolio Page
Log into app.Ape AI.com
Click Portfolio (left sidebar)
Click "+ Connect Brokerage" button
Step 2: Select Ape Paper Trading
Brokerage list appears
Ape Paper Trading at the TOP
Click it
Step 3: Claim & Activate
Click "Claim Account"
Instant activation
$100,000 virtual cash added
Portfolio page updates
Total time: 30 seconds
🏦 Option 2: Connect Real Brokerage
We'll use Robinhood as an example. Process is similar for all brokers.
iOS
Step 1: Open Brokerages
Tap Profile icon (top left)
Tap "Brokerages"
Or: Portfolio tab → "+ Add Brokerage"
Step 2: Choose Your Broker
See list of supported brokerages
Scroll to find yours
Tap your brokerage card
Tip: Use search bar if you have many to scroll through
Step 3: Review Permissions
See what Ape AI will access:
✅ View your portfolio
✅ See positions
✅ View order history
❌ Cannot trade (unless you enable later)
Tap "Continue"
Step 4: OAuth Login (Broker Website)
Redirected to your broker's login page
This is YOUR BROKER'S website (not Ape AI)
Enter your broker username & password
Complete 2FA if required
⚠️ Important: You're logging into your broker, not giving Ape AI your password
Step 5: Authorize Ape AI
Broker asks: "Allow Ape AI to access your account?"
Review permissions again
Tap "Allow" or "Authorize"
Step 6: Connection Success! ✅
Redirected back to Ape AI
See "Connection Successful" message
Your portfolio starts syncing
Positions appear in Portfolio tab
Step 7: (Optional) Enable Trading
By default, connection is view-only
To enable trading from chat:
Profile → Settings → Trading Permissions
Toggle "Execute Trades" ON
Confirm with Face ID/Touch ID
Total time: 3-5 minutes
Web
Step 1: Go to Settings
Log into app.askape.com
Click Profile icon (top right)
Click "Settings"
Go to "Integrations" or "Brokerages" tab
Step 2: Add Brokerage
Click "+ Connect New Brokerage"
List of brokers appears
Click your broker
Step 3: OAuth Flow
New browser tab/window opens
Your broker's login page
Enter credentials
Complete 2FA
Click "Authorize Ape AI"
Step 4: Return to Ape AI
Tab closes automatically
Back to Ape AI settings
See broker listed as "Connected"
Portfolio syncing begins
Step 5: (Optional) Enable Trading
In Settings → Integrations
Find your broker
Toggle "Allow Trade Execution"
Enter password to confirm
Total time: 3-5 minutes
🔄 Connecting Multiple Brokerages
Have accounts at multiple brokers? Connect them all!
How to Add a Second (or Third) Broker:
📱 iOS:
Profile → Brokerages
Scroll to bottom
Tap "+ Add Another Brokerage"
Repeat connection process
🌐 Web:
Settings → Integrations
Click "+ Connect New Brokerage"
Repeat steps
What You'll See:
Portfolio tab shows:
Combined total value
All positions from all accounts
Breakdown by brokerage
Unified profit/loss
Example:
Total Portfolio Value: $45,250
Accounts:
Robinhood: $25,000 (10 positions)
Webull: $15,000 (5 positions)
Ape Paper: $5,250 (3 positions)
One dashboard. All your trading.
🔧 Troubleshooting Connection Issues
Issue #1: "Connection Failed"
Possible causes:
Wrong broker username/password
2FA code expired
Broker's servers down
Network issue
Solutions:
Double-check credentials
Try again (2FA might have timed out)
Check broker's status page
Try different network
Wait 10 minutes and retry
Issue #2: "Broker Not Responding"
Possible causes:
Broker doing maintenance
High traffic on broker's API
Temporary outage
Solutions:
Wait 30 minutes, try again
Check broker's app (is it working?)
Try during off-peak hours (not 9:30 AM)
Issue #3: "Authorization Denied"
Possible causes:
You clicked "Deny" instead of "Allow"
Broker requires additional approval
Account restrictions
Solutions:
Try connecting again
Read permissions carefully
Check if your broker account has API access enabled
Contact broker support if needed
Issue #4: "Some Features Not Working"
Possible causes:
Account type not fully supported (e.g., IRA is view-only)
Broker has restricted certain features
Need to enable trading permissions
Solutions:
Check Supported Brokerages for your broker's feature list
Enable trading in Settings if you want execution
Contact Ape AI support for clarification
Issue #5: "Portfolio Not Syncing"
Possible causes:
First sync takes 1-2 minutes
Broker API slow
Token expired
Solutions:
Wait 2-3 minutes for first sync
Pull to refresh on Portfolio tab
Try disconnecting & reconnecting
Check broker connection in Settings
⚙️ Managing Connected Brokerages
View Connected Accounts
📱 iOS:
Profile → Brokerages
See all connected accounts
Green checkmark = Connected ✅
🌐 Web:
Settings → Integrations
See list of connected brokers
Status: Connected / Disconnected
Reconnect a Broker
Sometimes OAuth tokens expire (every 90 days for some brokers)
When it happens:
You'll see "Reconnection Required" alert
Portfolio stops syncing
Notification sent
How to fix:
Go to Brokerages/Integrations
Tap/click broker showing "Disconnected"
Tap "Reconnect"
Go through OAuth flow again
Connection restored
Takes 1 minute. Easy.
Disconnect a Broker
Changing brokers? Want to disconnect?
📱 iOS:
Profile → Brokerages
Tap broker you want to remove
Scroll to bottom
Tap "Disconnect Brokerage" (red button)
Confirm
🌐 Web:
Settings → Integrations
Find broker
Click "Disconnect"
Confirm
What happens:
OAuth connection revoked instantly
Portfolio data removed from Ape AI
Historical data may be kept for records
Can reconnect anytime
Toggle Trading Permissions
Want to turn trade execution on/off?
📱 iOS:
Profile → Settings → Trading Permissions
Find your broker
Toggle "Execute Trades" ON/OFF
Confirm with Face ID
🌐 Web:
Settings → Integrations
Find broker
Toggle "Trade Execution"
Enter password to confirm
OFF = View-only ON = Can trade from chat
🔒 Security Best Practices
1. Use Strong Broker Passwords
Unique password (not used elsewhere)
12+ characters
Mix of letters, numbers, symbols
2. Enable 2FA on Your Broker
Use authenticator app (Google Authenticator, Authy)
Not SMS (less secure)
Protects your broker account
3. Review Connected Apps Regularly
Check your broker's "Connected Apps" page
Remove apps you don't use
Keep only Ape AI and apps you trust
4. Monitor for Unusual Activity
Check order history regularly
Review trades you don't remember
Report suspicious activity immediately
5. Disconnect When Not Using
Taking a trading break?
Disconnect your broker
Reconnect when you're back
Extra layer of security
💡 Pro Tips
1. Start with Paper, End with Real
Recommended path:
Week 1: Connect Ape Paper Trading
Learn Ape AI features
Practice trading
Test strategies
Week 4+: Connect real broker (once profitable in paper)
2. Connect Primary Broker First
Have multiple accounts?
Connect your main account first
Make sure everything works
Then add secondary accounts
Easier troubleshooting
3. Test Read-Only First
Before enabling trading:
Connect as read-only
Use for a few days
Get comfortable
Then enable trading when ready
4. Use Separate Brokers for Different Strategies
Pro trader setup:
Broker 1: Long-term holds (Schwab, Fidelity)
Broker 2: Active trading (Robinhood, Webull)
Ape Paper: Testing new strategies
All connected to Ape AI
See everything in one place.
❓ FAQ
Q: Can I connect my broker on both iOS and Web? A: Yes! Once connected, it works on all platforms. One connection = all devices.
Q: Does my broker charge fees for API access? A: No! API connections are free for all major brokers.
Q: Will my broker's app still work normally? A: Yes! Nothing changes with your broker's app. Ape AI just reads data.
Q: Can I trade through both Ape AI and my broker's app? A: Yes! They're independent. Trade wherever you want.
Q: What if I change my broker password? A: Reconnection may be required. Ape AI will alert you.
Q: Can someone hack my Ape AI and trade my account? A: Extremely unlikely. Trading requires:
Your Ape AI login
Face ID/Touch ID or password
Confirmation for every trade
Can disable trading instantly
Q: How do I know Ape AI is actually connected? A: Your positions will appear in Portfolio tab. If they're showing, you're connected!
What's Next?
After Connecting:
Portfolio Overview → - See your holdings
Ask Maverick → - AI portfolio analysis
Execute Trades → - Trade from chat
Not Sure Yet?
Why Connect? → - Benefits explained
Ape Paper Trading → - Start risk-free
Connect your brokerage and unlock Ape AI's full power! 🔗🚀
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