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Linked Accounts
Use Portfolio123 to manage your brokerage accounts
6 Articles|By Marco Salerno and Dan Parquette
Linked Accounts
What are Linked Accounts
By Marco Salerno
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Last updated 3 years ago
Linking your Portfolio123 account to your Broker
How to link your Portfolio123 account to your brokerage account to enable sending orders directly from Portfolio123.
By Dan Parquette
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Last updated 1 month ago
Linked Accounts FAQ
Frequently Asked Questions
By Marco Salerno
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Last updated 6 months ago
How to Rebalance with Linked Accounts
How to rebalance and send order to your broker
By Marco Salerno
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Last updated 3 years ago
Interactive Broker Orders Types
IB algorithmic orders
By Marco Salerno
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Last updated 3 years ago
Single Order with Linked Accounts
How to send an order to your broker
By Marco Salerno
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Last updated 1 month ago