The BrokerTransmit configuration process includes the opportunity for you to link your brokerage account to an existing strategy or create the new strategy.
Here are the steps on how to proceed:
- Log into C2.
- Go to the Trade Leader Tools section on the left hand side of the screen and click on "BrokerTransmit".
- Click on one of the Manage my Trade Leader broker account links.
- Click on Set up broker account button.
- Select your broker's logo.
- On this next page you will be asked a series of questions pertaining to your strategy. You can select an existing strategy from the drop down or create a new one. Click on that link to create a new strategy if you do not already have one created.
- Click on the green Next Step button for your settings to be saved and for your broker to approve your account for BrokerTransmit.
Any questions about the process can be sent to the C2 help desk.