Connect and Sync Your Broker
Broker Sync keeps supported option activity aligned with Premium Tracker. It imports standard cash-secured puts and covered calls automatically, while complex activity may be presented for your review.
Broker Sync is an Ultra-plan feature.
Start a new broker connection from the Premium Tracker desktop or mobile app; the website can show connection status and sync results.
Have access to the brokerage login and choose the account you want Premium Tracker to track.
Open Broker Sync
Use the Broker Sync page to view connections, the selected account, sync progress, and review queues.
- Open Broker Sync from the navigation.
- Check that the intended account is selected before syncing.
Connect the brokerage
New connections open a secure brokerage connection portal.
- In the desktop or mobile app, choose Connect Broker.
- Complete the provider's secure sign-in and authorization steps.
- Return to Premium Tracker and refresh the connection status if needed.
Tip: Premium Tracker does not ask you to enter your brokerage password directly into the app.
Run a sync
Sync fetches the latest supported account activity and open positions.
- Click Sync on the Broker Sync page.
- Keep the page open until the progress indicator finishes.
- Review the Sync Results dialog for imported, matched, skipped, or missing items.
Review exceptions
Some activity needs human confirmation before it changes your records.
- Use Needs Review for long options, multi-leg strategies, assignments, exercises, or unmatched closing activity.
- Confirm the details, then import the item only if it belongs in Premium Tracker.
- Use History to see activity that was already imported.
A successful sync does not remove trades automatically; positions that no longer appear at the broker are highlighted for review.
If the wrong account is selected, change the selected account before running the next sync.