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Documentation Index

Fetch the complete documentation index at: https://docs.joinmobius.com/llms.txt

Use this file to discover all available pages before exploring further.

Connecting a brokerage account enables live trading — Mobius sends real buy and sell orders to your broker on your behalf when your deployed bot signals a trade. Broker connections are handled securely through SnapTrade, a regulated open-finance platform. Your brokerage credentials are never stored by Mobius.
Broker connection is optional for paper trading. You can deploy bots and use all other Mobius features without connecting a broker.
Live trading executes real orders with real money. Only enable it after thoroughly testing your strategy in paper trading.

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Connect a brokerage

1

Go to Settings → Broker Connection

Click Settings in the left sidebar, then select Broker Connection.
2

Click Connect Broker

Click Connect Broker. The SnapTrade broker portal opens in a new window.
3

Choose your broker

Select your brokerage from the portal’s list of supported institutions.
4

Authenticate

Log in with your brokerage credentials and authorize SnapTrade. Most brokers require username, password, and a two-factor code. Credentials are entered directly in the SnapTrade portal and are never transmitted to Mobius.
5

Return to Mobius

After authorizing, you’re redirected back to Mobius automatically. Your connected account now appears in the Accounts list.

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Supported brokers

Mobius supports 50+ brokerages via SnapTrade. See the Live trading guide for the full list including Robinhood, Schwab, Fidelity, IBKR, Questrade, Wealthsimple, Coinbase, Kraken, and more.

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Connect multiple accounts

You can connect multiple brokerage accounts from the same or different brokerages. Each connected account appears in the Accounts list and can be selected independently when deploying a live bot.

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Disconnect a broker

Navigate to Settings → Broker Connection, find the connection you want to remove, and click Disconnect. The connection is revoked from both Mobius and SnapTrade immediately. Any live deployments using that account will no longer be able to place trades.
Disconnecting a broker does not automatically close open positions. Positions opened by Mobius bots remain in your brokerage account and must be managed manually after disconnection.

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Frequently asked questions

No. Your credentials are entered in the SnapTrade portal and are handled entirely by SnapTrade. Mobius only stores a reference token that identifies your SnapTrade connection.
Yes. Paper trading uses a simulated Alpaca account and does not require a broker connection. Only live trading requires a connected brokerage.
SnapTrade requests read access (account balances, positions, order history) and trade execution access (place and cancel orders). It does not request withdrawal or fund transfer permissions.
Some brokerages expire OAuth connections after a period of inactivity. If your connection expires, live trading deployments will pause and you’ll receive an email notification. Reconnect from Settings → Broker Connection to resume.