Many brokers require an extra field of security. You will need to enter that extra information when syncing with TradeSmith. Currently, TradeSmith supports the following Security Challenge types:

• Two-factor authentication
• Security Questions

IMPORTANT: Failing to respond to the Security Challenge within the allocated time will result in sync failure.

 Two-Factor Authentication

Some brokerages will send you a security code/token via email, cell phone or smart device. To authenticate for this security measure, simply enter this token into the text box after selecting your preferred method to receive the code.

NOTE: These methods rely on a secure Internet network source. Trouble with your Internet network may result in time-out errors.

Security Questions

We will present you with the security questions from your broker. It is a good idea to remember the questions and answers.

*Note - The tabs and features you see on your TradeSmith Finance site will vary based on subscription(s) and subscription level(s). The pictures in our Education Center articles are taken from a TradeSmith Platinum account.