The Broker Manager is your central hub for managing all of your brokerage connections within FAST Graphs. This feature offers a streamlined interface to handle various tasks related to your broker connections, making it easy to connect, manage, and update your portfolios. Here’s what you can do with the Broker Manager:
Connect Brokers: Add new brokerage accounts to FAST Graphs effortlessly.
Delete Connections: Revoke access and remove broker connections when necessary.
Resync Connections: Manually resync your connections if needed.
View Connection Statuses: Check the status of your broker connections.
Link Portfolios: Create new portfolios linked to your brokerage accounts.
Delink Portfolios: Stop receiving updates for specific portfolios without deleting them.
You can also easily navigate to each of the linked portfolios from the Broker Manager or find them in your main portfolio page.
Accessing the broker manager
You can access the Broker Manager through three convenient methods:
From the Sidenav: Navigate to the "Portfolios" section in the sidenav.
Top Right Corner of the My Portfolios Page: Click the Broker Manager icon located in the top right corner.
Within a Portfolio: Use the "Actions" button within an individual portfolio to access the Broker Manager.
Managing Broker Connections
Connecting a Broker
Connecting a broker is straightforward and involves just a few simple steps:
Add Broker: At any point, click the "Add Broker" button. This will open a new window where you can select your broker from a list of supported institutions.
Enter Credentials: Add your login credentials for the selected broker in the secure interface. This process ensures your credentials are kept safe and never touch our system.
Confirm Connection: Once your credentials are verified, your broker account will be connected to FAST Graphs, and you can start linking portfolios.
Deleting a Broker Connection
Deleting a connection is just as simple as adding one. If you decide to revoke access to FAST Graphs, follow these steps:
Access Options: Click the three dots (options menu) next to the broker connection you wish to delete.
Delete Connection: Select the "Delete Connection" option. This action will revoke access to your brokerage account.
Note: Your portfolios and the data already imported will remain intact, but they will no longer receive future updates. To continue receiving updates, you’ll need to reconnect your broker and create a new portfolio. You cannot connect a broker to any existing portfolios in FAST Graphs.
Resyncing Broker Connections
Occasionally, you may need to resync your brokerage connection. Some brokers will eventually require you to re-enter your credentials to ensure the connection is still wanted. When this occurs, you'll be prompted within the app to resync your broker(s). Simply follow these steps:
Prompt for Resync: When prompted, click the "Resync" button.
Enter Credentials: Re-enter your login credentials for the broker in the secure interface.
Confirm Resync: Once your credentials are verified, the broker connection will be resynced.
Once the broker connection is resynced, all of your linked portfolios will automatically resync their data.
Managing Portfolio Connections
Linking a Portfolio
Once your broker is connected, you'll see a list of portfolios/accounts housed within that broker. To link a portfolio:
Select Portfolio: Click the "Link" button next to the desired portfolio/account.
Name Your Portfolio: You’ll be prompted to create a name for your new Broker Connected Portfolio.
Start Syncing: Once named, the syncing process will begin, and your portfolio data will be imported into FAST Graphs.
Note: Broker connected portfolios will count towards your limit of 5 allowed advanced portfolios.
Delinking a Portfolio
You can choose to delink a portfolio at any time to stop receiving future updates. To delink a portfolio:
Access Options: Click the three dots (options menu) next to the linked portfolio you wish to delink.
Delink Portfolio: Select the "Delink Portfolio" option. This will stop future updates from being processed for that portfolio.
Note: Delinking a portfolio differs from deleting a broker connection, as FAST Graphs will still have access to your brokerage information. The portfolio and existing data will remain intact, but no new updates will be received. If you wish to relink the portfolio later, you will need to create a new portfolio.