Connecting your brokerage account

Jorg AI connects to one of four supported brokers (your choice): Alpaca Markets, Tradier, Charles Schwab, or tastytrade. Each trading profile connects to one broker at a time, and accounts on Pro and Elite plans can add profiles to run more than one brokerage account side by side. Jorg AI never holds your funds - all money stays in your brokerage account.

Quick comparison:

• Alpaca - commission-free stocks, supports crypto, supports dollar-amount orders
• Tradier - stocks and ETFs only (no crypto), share quantities only, and $0.35 per stock trade unless you are on Tradier's $10/mo Pro plan
• tastytrade - stocks and ETFs (whole shares), $0 commissions on online stock trades, one-click OAuth sign-in, and the connection never needs re-authorizing
• Charles Schwab - commission-free stocks, no crypto

Option A: Alpaca (API keys)

1. Sign up for free at alpaca.markets if you do not already have an account
2. Open your Alpaca dashboard and navigate to the API Keys section
3. Click "Generate New Key" and copy both the API Key and the Secret Key (the secret is shown only once)
4. In Jorg AI, go to Settings > Broker and pick the Alpaca tile
5. Paste both keys and click Connect Alpaca

Option B: Tradier (access token + account number)

1. Have a funded Tradier Brokerage account at tradier.com
2. In Tradier, open My Account > API Access and create an Access Token
3. Note your Account Number (shown on your Tradier dashboard)
4. In Jorg AI, go to Settings > Broker, pick the Tradier tile
5. Paste the Access Token and Account Number, then click Connect Tradier

Two Tradier limits to know: Tradier cannot trade crypto (if you attempt a crypto order, Jorg AI blocks it before it reaches Tradier and tells you your broker does not support it), and Tradier does not accept dollar-amount orders, so position sizing is converted to a share quantity for you.

Option C: Charles Schwab (OAuth sign-in)

1. Have a Charles Schwab brokerage account (accounts inherited from TD Ameritrade count)
2. In Jorg AI, go to Settings > Broker, pick the Schwab tile
3. Click Connect with Schwab
4. Sign in on the schwab.com page that opens and approve access
5. Schwab redirects you back to Jorg AI and you're connected

Weekly re-authentication: Schwab's Trader API requires every user to re-authenticate once every 7 days. This is a Schwab security requirement, not a Jorg AI setting. When your connection is due, Jorg AI emails you and shows an in-app reminder; reconnecting takes about 30 seconds through the same Connect with Schwab button. If the window lapses, trading simply pauses safely until you reconnect. Nothing is lost.

Jorg AI never sees your Schwab password or your two-factor code - Schwab handles the sign-in itself and only returns an authorization token to us.

Option D: tastytrade (OAuth sign-in)

1. Have a funded tastytrade brokerage account at tastytrade.com
2. Make sure two-factor authentication is enabled on your tastytrade login (tastytrade requires it before any outside platform can be authorized)
3. In Jorg AI, go to Settings > Broker, pick the tastytrade tile
4. Click Connect with tastytrade, sign in on tastytrade's own page, and approve read and trade access
5. tastytrade redirects you back to Jorg AI and you're connected

Jorg AI never sees your tastytrade password - the sign-in happens on tastytrade's page and only an authorization token is returned to us. Unlike some brokers, the tastytrade connection never expires, so there is no re-authorizing on a schedule. Jorg AI trades stocks and ETFs on tastytrade today (whole shares; crypto and options are not traded through Jorg AI yet), and online stock trades are commission-free.

Security: All broker credentials (API keys or OAuth tokens) are encrypted before being stored. They are never logged, never returned in API responses, and are only decrypted in memory when executing trades. Access is revocable at any time.

Switching brokers: Disconnecting the current broker wipes trade history, positions, predictions, and cash activity for a clean slate. When you connect a new broker your positions and balances are synced automatically.