How to switch AutoTrading from one broker to another

To change a strategy from AutoTrading in one LIVE broker (including C2 Paper Trader) to another LIVE broker, follow these steps:

    • From AutoTrade Control Panel, click Stop Trading for the strategy. Elect to close open positions or leave them open. The choice is yours.
    • Strategy will now appear in the Available for AutoTrading section.
    • Click Setup AutoTrading under the strategy to enter the AutoTrade configuration wizard.


To change a strategy from AutoTrading in Simulated Brokerage/Simulation to LIVE broker, follow these steps:

    • From AutoTrade Control Panel, click Change to Live for the strategy.
    • You will be presented with the payment screen. After payment, you will be taken to the strategy detail page. Locate and click AutoTrade or Setup AutoTrade.
    • You will be taken directly to the AutoTrade configuration wizard.


If you don't see your broker right away, click the blue text that says Show all compatible brokers. All broker logos will appear greyed out, click on your broker logo, it will then appear highlighted and you may proceed through the wizard.