Connect to ETrade

To right-click or auto trade Holly with your ETrade Live Account follow the steps in this tutorial.

First, open the Brokerage Plus Window from the Toolbar.

Click the Connect Tab in the upper left-hand corner of the Brokerage Plus Window.

Select ETrade - Connect from the dropdown.

This will open the ETrade Login Page in your default web browser.

Log into your ETrade Account with your ETrade username and password.

Accept ETrade's connection to Trade Ideas.

Accept ETrade's connection to Trade Ideas:

Copy the 6 digit code provided.

Minimize your browser window and paste it into the Connect to ETrade field of our software. Then, click Connect:

You will now see a green connection bar next to the Connect Tab of Brokerage Plus.

To disconnect, click the Connect Tab, and select ETrade - Disconnect

Lastly, make sure to have a paid data plan from ETrade for the exchanges you would like to trade.

Once connected, open the Holly AI Tab of Brokerage Plus. If you prefer to open a separate window, select Window and then Holly AI.

The Holly AI Tab/ Holly AI Window contains the strategies that Holly has selected for the upcoming trading day.

Here, you'll select all or some of her strategies for automation and give her Trading Instructions based on your account size, risk and investment preferences.