Broker tab

The Broker tab manages your brokerage connection. Jorg AI supports four brokers: Charles Schwab, tastytrade, Alpaca, and Tradier. 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.

Connecting Schwab:

Pick the Schwab tile and click Connect with Schwab. You are redirected to schwab.com to sign in and approve access. Jorg AI never sees your Schwab password. Schwab requires you to reconnect once every 7 days.

Connecting tastytrade:

Pick the tastytrade tile and click Connect with tastytrade. You sign in on tastytrade's own page. Two-factor authentication must be enabled on your tastytrade account. The connection does not need re-authorizing.

Connecting Alpaca:

Pick the Alpaca tile, paste your API Key and API Secret, and click Connect Alpaca. Jorg AI validates the keys against Alpaca's servers before saving.

Connecting Tradier:

Pick the Tradier tile, paste your Access Token and Account Number, and click Connect Tradier.

Disconnecting:

Click Disconnect to remove your credentials from Jorg AI. This revokes the platform's ability to place orders on your behalf. Trade history, positions, predictions, and cash activity are wiped when you disconnect so the new broker (if you connect another) starts on a clean slate.

Security:

• Credentials (API keys and OAuth tokens) are encrypted before storage
• Credentials are never logged or returned in API responses
• Credentials are only decrypted in memory when executing trades
• You can revoke access from your broker's platform at any time