Where possible, our bots are designed to operate the same way regardless of the broker connection. In some circumstances, broker connections do operate differently, and these differences are covered below.

Schwab requires that connections be renewed or reconnected to Whispertrades every 7 days.

To do so, you must click on a link at Whispertrades that will open a Schwab login form. Proceed through Schwab's login and consent process in order to renew your connection for another 7 days.

If you have multiple Schwab accounts connected to Whispertrades under the same Schwab login, you only need to perform this process once for all connected accounts.

If you do not complete this process within 7 days, Whispertrades will lose connection to your Schwab account(s), and bots will be unable to monitor or manage positions.

Whispertrades will send email notifications 48 and 24 hours before your Schwab connection expires. There will also be banners at the top of your Whispertrades account pages informing you of connections that are near expiration.

If your bots stop running because of a lost connection, and you later renew that connection, your bots will begin running again and will pick up where they left off, including with any positions or orders that were open before the connection was lost.

Some brokerage account types may not be available for connection at Schwab. Support for these accounts may be added in the future, and this is a determination by Schwab, not Whispertrades.

If you already have a Schwab brokerage account and would like to determine if your account is supported, you can proceed through the connection process at Whispertrades. If your account is supported, it will be available for selection after entering your Schwab username and password to connection. If your account is not supported, it will not be listed during the connection process.

All bot functionality is available with tastytrade brokerage accounts.

Commissions and fees are not available for import, so they are not included or accounted for in your position history.

Tradier does not provide a line item breakdown for partial fills, so when your bot receives multiple fills for a single order, Whispertrades will not display each individual fill on the order listing.