Account (Brokerage)

Your brokerage accounts serve as the highest level bucket of Transactions. It directly maps to the individual accounts you have on your chosen brokerages. For example, a Margin account on TD Ameritrade would count as one, and your parent's IRA on TD Ameritrade counts as another.

At the moment, it does not actually connect with your real brokerage account, but is the identifier and organizer for your uploaded transactions. This way, no Transactions can become part of Positions in other accounts. And there is no technological link between Wingman and your brokerage accounts.

You can add as many accounts as you'd like.

To create an account, go to the My Accounts page and click "Add Account".

More information about the My Accounts page can be found here.