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Set Up Trading Account with AI

Follow this page to get AI connected to your account so it can plan and execute trades based on your configured rules.

What this setup does

  • Configures AI strategy + risk controls.
  • Sets funding mode for live account trading.
  • Connects broker bridge and verifies it.
  • Lets you run AI with manual approvals or hands-free live mode.

Important: brokerage signup/KYC/2FA must be completed by the account owner.

Recommended broker API path: Interactive Brokers (TWS/Gateway API) is a widely respected choice for automation workflows, while Robinhood/Webull support can vary by integration approach.

Step-by-step setup

Open Brokerage Account (API-ready for AI)

Choose a broker below, open the account signup page, then jump straight into Broker Connect preselected for that broker.

Interactive Brokers (recommended)

Widely used API path (TWS/Gateway) for systematic trading workflows.

Open IBKR account IBKR API docs

Step 1: Sign in

Use your account so AI settings save to your profile.

Open Sign in

Step 2: Configure AI Bot

Set prompt, risk per trade, reward/risk filter, and sectors.

Open AI Bot Setup

Step 3: Open live funding flow

Buy/enable live mode, set funding amount, and prepare account labels.

Open Funding + Live Mode

Step 4: Connect broker

Add broker credentials/API keys and run bridge test until checks are green.

Open Broker Connect

Step 5: Run + approve or auto-run

Use account view to run cycle and submit selected trades, or enable hands-free live mode.

Open AI Account View