Read this first- Brokerage Details

What brokers are supported?

Tradier, Schwab (ToS) and tastytrade are supported. All symbols on OO backtesting are available in all brokers on the automation platform.

One login per broker is permitted. There is no OO platform limit on broker sub-accounts in a single broker login.

OO uses a cloud based system for the automation platform. Users can login to your broker(s), the automation platform (at optionomega.com), both at the same time or neither. Login status on the broker will not impact the platform's ability to automate.

No papertrading is available.

What bot limit and contract caps are in place?

Users are allowed 100 opening executions per day. There is no limit on strategies.

There are no contract caps. Different brokers may route/process orders differently depending on size. Users are responsible for understanding order sizing and their chosen brokerage's order routing process.

What happens if there is an outage?

In the event of an outage, a large banner/error message will be displayed on the dashboard. All automations will be paused. Users will be notified via email.

When the outage is resolved, the automations will resume and users will be notified via email.

What is the process with Schwab API access?

Users must reauthorize OO platform access every 7 days. This is a brokerage API requirement. When the access has expired, the user will see red banner in the automation platform, with a link to reconnect. The platform will send email reminders the night before and morning of Schwab access expiration.