Linking Your Brokerage Accounts


For a full list of our broker certification click here.

To link a pre-existing brokerage account to Pilot, click on “Live Accounts’ in our home screen and select your broker- you will then be prompted to log in to your account and accept the connection.  Our list of participating brokers is constantly expanding so check back if frequently if you don’t see your primary broker available.  You can also open a new account by clicking on the link of the broker of your choice- it will redirect you to their web page.


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