Published: November 25, 2026

Last Update: May 21, 2026.

New to broker synchronization? See Setting Up Sync for the First Time: Step-by-Step to connect your brokerage account.

Yes, you can automatically add alerts to your synchronized positions. Here are the steps to add them:

1. Click on your name's initial at the top right corner of TradeSmith.
2. Then, click Settings.
3. Click on the Alerts link in the submenu.
4. To have alerts added automatically, select Yes next to Create alerts for stocks or Create alerts for options and proceed to step 5. Otherwise, select No and do not continue.
5. Select the type of alert you want to use. You can choose from VQ, Health Indicator, or a 15%, 20%, or 25% trailing stop. You can also select one of your saved alert templates.
6. Click the Save button to save your changes.

Need Help?

Our Customer Success team is ready to assist:

• Phone: 1-866-385-2076 (toll-free)
• Email: [email protected]

*Note—The tabs and features you see on your TradeSmith Finance site will vary based on your subscription(s) and subscription level(s).