Question 1

Can Optioneer place trades through my broker?

Accepted Answer

No. Broker integrations are read-only and used exclusively for portfolio synchronization and analytics. Optioneer does not place trades or execute orders on behalf of users.

Question 2

What is broker sync used for?

Accepted Answer

Future broker synchronization is planned for portfolio tracking, transaction imports, positions monitoring, balances, options activity, and analytics.

Question 3

Can I disconnect a broker later?

Accepted Answer

Yes. If future broker sync is supported, you can disconnect it from Optioneer and revoke future synchronization with your broker where broker controls are available.

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Optioneer