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Setting up a TD Ameritrade integration with MSPbots is done by authorizing TD Ameritrade in MSPbots and configuring the data source.
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This procedure requires TD Ameritrade login. Log in to TD Ameritrade before you start. When prompted to authorize MSPbots to pull data, click Yes. |
To set up and connect TD Ameritrade to MSPbots:
- Log in to the MSPbots dashboard as an administrator.
- Go to Integrations and search for TD Ameritrade.
- Click on TD Ameritrade and click the Sync button.
- You will see a message saying that you have successfully linked TD Ameritrade. Click the Save button.
- Test the connection
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