# 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.&#x20;

One login per broker is permitted. There is no OO platform limit on broker sub-accounts in a single broker login.&#x20;

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.&#x20;

No papertrading is available.

## Recommended steps before going live with a strategy:

While we can’t offer personalized trading advice, we strongly encourage the following steps to set yourself up for success:

* Complete [Backtesting Bootcamp](https://academy.optionomega.com/course/backtesting-bootcamp)
* Complete [Automation Bootcamp](https://academy.optionomega.com/course/automation-bootcamp)
* Review the written documentation (especially the [FAQ](https://docs.optionomega.com/automation/automation-faq) and [Information Station](/automation/trade-smart-infostation.md) pages)
* Share your strategy on [Discord](https://discord.com/channels/882705067210317915/961355812297666691)— get feedback from experienced users (if you're worried about privacy, consider changing a few details)
* Make sure you're following the [#known-issues](https://discord.com/channels/882705067210317915/1377977525933834260) Discord channel

## What bot limit and contract caps are in place?&#x20;

Users are allowed 100 opening executions per day. There is no limit on strategies.&#x20;

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 automation platform outage?

In the event of an automation platform 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 automation platform outage is resolved, the automations will resume and users will be notified via email.&#x20;

Note: There are various types of outages. Partial outages, market data issues (i.e. OPRA data issues, feed issues, etc.) or broker API issues/outages will not trigger this response. In this type of situation, the [#known-issues ](https://discord.com/channels/882705067210317915/1377977525933834260)Discord channel will be updated.&#x20;

Again, users should follow the [#known-issues ](https://discord.com/channels/882705067210317915/1377977525933834260)Discord channel. This is where real-time updates are posted for automation users.&#x20;

## 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 (a warning notification will appear on the platform prior to expiration). The platform will send email reminders the night before and morning of Schwab access expiration.

<figure><img src="/files/mWPtcInaSsxyhST8glRs" alt=""><figcaption><p>Expiration Notice on the platform </p></figcaption></figure>


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