QuantWheel supports a changing set of broker connections. Most connect with a read-only OAuth flow. Interactive Brokers can use a manually-generated Flex Query API key because that's what IBKR's platform exposes. This page explains the difference and points you to the right setup guide for your broker.
Before you start
Required:
- QuantWheel PRO, QuantWheel GEX, or an active $1 trial. Broker connection isn't available in the Sandbox.
- An account at one of the brokers currently listed on the Broker Integration page.
Which connection method does your broker use?
Interactive Brokers (IBKR) — uses a Flex Query API key. You generate a Query ID and Token inside IBKR, then paste them into QuantWheel. One-time setup, about 5 minutes. Follow How to connect Interactive Brokers.
Most other supported brokers — use OAuth. You click Connect on the broker's card in QuantWheel, log in on the broker's own website, and approve access. Takes about 90 seconds. The Broker Integration page is the source of truth for which brokers are currently enabled; these setup pages cover the common flows:
- Fidelity
- Charles Schwab
- Robinhood
- E*Trade
- tastytrade
- Public
- Moomoo
- Wealthsimple
- TradeStation
- Webull
- SoFi
- Merrill Edge
- Vanguard
The steps are nearly identical across OAuth brokers — only the broker's own login page and approval screen differ.
How QuantWheel handles broker connections
Read-only access. QuantWheel never has permission to place trades on your behalf unless you explicitly enable trade routing (a separate, per-broker setting). Connecting a broker grants access to positions, transactions, and cost basis only.
No passwords stored for OAuth brokers. For OAuth brokers, you log in on the broker's own website. QuantWheel receives a token the broker issues — not your password. For IBKR Flex Query, QuantWheel stores only the Query ID and Token you paste, in encrypted form.
SnapTrade handles many OAuth handshakes. For supported OAuth brokers, the actual OAuth flow may run through SnapTrade, a SOC 2 Type 2 compliant broker-integration provider. The user-facing UI doesn't mention SnapTrade; you'll see QuantWheel and your broker's logos.
Data freshness varies by broker. Some brokers return positions and transactions in near real-time; others have a delay. The Broker Integration page in Settings shows current sync status and the last sync time for each connected broker.
Connecting more than one broker
You can connect multiple brokers. Open Positions and the Journal show a combined view across all of them. To connect a second broker, go back to Settings → Broker Integration and follow the same flow again.
Disconnecting
Every connected broker has a disconnect option on the Broker Integration page. Disconnecting stops sync; historical imported data stays in the journal unless you delete it separately.
Common issues
Do I have to pay a fee to any broker to connect?
No. Connection is free on QuantWheel's side and on every supported broker's side.
Can QuantWheel see my cash balance or place trades?
QuantWheel sees your cash balance (it's needed to show buying power and computing uncovered-position opportunities). QuantWheel cannot place trades.
My broker isn't in the list — can I still use QuantWheel?
If your trades are exportable as CSV from your broker, you can use Settings → CSV Import to load historical trades manually. Real-time sync isn't available that way, but the journal and Per-Ticker analysis still work.
I connected my broker but nothing appears in Open Positions.
Initial sync takes a few minutes for most brokers. If more time passes and positions still don't appear, see Broker sync failed.