How to get started for BrokerTransmit?

How to get started for BrokerTransmit?

  • The BrokerTransmit configuration process allows you to link your brokerage account to an existing or new strategy.

    Here are the steps on how to proceed:

    • Log into C2.

    • Go to the Manager Tools section on the left hand side of the screen and click on "BrokerTransmit"

    • Click on Set up my account for BrokerTransmit

    • Fill out information about your account and strategy. Select an existing strategy from the drop down or create a new one. 

    • Click on the green Next Step button for your settings to be saved and for your broker to approve your BrokerTransmit request.

  • Any questions about the process can be sent to the C2 Help Desk.


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