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
  • Select your broker's logo
  • 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.