Broker Connection Guide

Before you can execute trades through Atomik, you need to connect at least one broker account. This guide covers setup for each supported broker.

Supported Brokers

Broker	Markets	Connection Method	Setup Time
Tradovate	Futures (ES, NQ, MNQ, MES, etc.)	OAuth 2.0	~2 minutes
Interactive Brokers	Stocks, Options, Futures, Forex	API Key	~5 minutes
Binance	Crypto spot and futures	API Key	~3 minutes
Polymarket	Prediction markets	API Key	~3 minutes

Connecting Tradovate (OAuth)

Tradovate uses OAuth 2.0 — you authorize Atomik through Tradovate's own login page. Atomik never sees your Tradovate password.

1. Go to Settings > Broker Accounts in your dashboard
2. Click Connect Broker and select Tradovate
3. Choose your environment:
   • Demo — Paper trading (recommended for testing)
   • Live — Real money trading
4. You'll be redirected to Tradovate's authorization page
5. Log in with your Tradovate credentials and click Authorize
6. You'll be redirected back to Atomik — your account should show as Connected

Once connected, Atomik can place orders and read positions/balances within the trading scope. It cannot withdraw funds or change account settings.

Token Refresh: Atomik automatically keeps your Tradovate connection alive via the Token Refresh Service. You don't need to re-authorize unless you explicitly disconnect.

Connecting Interactive Brokers

Interactive Brokers connects via API credentials:

1. In your IB account, go to Account Management > Settings > API
2. Enable API Access and generate your API Key and Secret
3. In Atomik, go to Settings > Broker Accounts > Connect Broker > Interactive Brokers
4. Enter your API Key, Secret, and Account ID
5. Click Test Connection to verify, then Save

Note: IB requires Trader Workstation (TWS) or IB Gateway to be running for API access. Make sure it's active when you expect trades to execute.

Connecting Binance

1. Log in to Binance and go to API Management
2. Create a new API key with Enable Trading permission
3. Optionally restrict to trusted IPs for security
4. In Atomik, go to Settings > Broker Accounts > Connect Broker > Binance
5. Enter your API Key and Secret Key
6. Click Test Connection, then Save

Security tip: Enable IP restrictions on your Binance API key and only allow Atomik's server IPs.

Connecting Polymarket

1. Generate an API key from your Polymarket account settings
2. In Atomik, go to Settings > Broker Accounts > Connect Broker > Polymarket
3. Enter your API credentials
4. Click Test Connection, then Save

Managing Multiple Accounts

You can connect multiple accounts from the same or different brokers. This is useful for:

• Copy trading — Run one strategy across several accounts
• Broker diversification — Spread risk across brokers
• Separating strategies — Dedicate different accounts to different strategies

Each connected account appears in Settings > Broker Accounts with its status, broker type, and environment.

Account Limits by Tier

Tier	Connected Accounts
Free	0
Starter ($49/mo)	2
Trader ($129/mo)	10
Unlimited ($249/mo)	Unlimited

Disconnecting an Account

1. Go to Settings > Broker Accounts
2. Find the account and click Disconnect
3. This immediately:
   • Invalidates all stored tokens
   • Deactivates any strategies linked to this account
   • Decrements your connected accounts count

For extra security, also revoke API access from your broker's own settings page.

Troubleshooting

Problem	Solution
Connection shows "Disconnected" after working	Token may have expired. Try reconnecting. For Tradovate, re-authorize via OAuth.
"Account limit reached" error	You've hit your tier's account limit. Upgrade your plan or disconnect an unused account.
Test connection fails	Verify your API credentials are correct and that API access is enabled on your broker account.
Trades not executing on connected account	Check that the broker account is Active and that your strategy is linked to this specific account.
Tradovate re-authorization loop	Clear your browser cookies and try again. If persistent, disconnect and reconnect the account.

Next Steps

• Your First Automated Trade — Connect a broker and execute your first trade
• Webhook Setup — Create webhooks to receive trading signals
• Copy Trading — Use multiple accounts with one strategy
• Security — Secure your broker connections