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      • Getting Started
      • Selecting an Investment Model
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          • Syntax
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          • Syntax
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        • Get Required Fields
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          • Syntax
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      • Trading Accounts
        • Get Account's Balance Info
          • Syntax
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          • Syntax
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          • Syntax
      • Password Reset
        • 1. Reset Trader's Password
        • 2. Retrieve the Secret Question
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        • 4. Update the Password
      • Trading Accounts
        • Open a New Trading Account
      • Account Funding
        • Create an ACH Relationship
        • Get an ACH Relationship
        • Get All ACH Relationships
        • Get the Default ACH Relationship
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      • Orders
        • Verify Order Placement
          • Syntax
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          • Syntax
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          • Syntax
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          • Syntax
        • Get Order's Info
          • Syntax
        • Get Filtered Orders
          • Syntax
      • Positions
        • Get User's Positions
          • Syntax
        • Get User's Positions in a Security
          • Syntax
        • Get Market Value of all Security Groups
      • Securities
        • Get Equity Info by Internal ID
          • Syntax
        • Get Equity Info by Ticker
          • Syntax
        • Get Equity Info by Mask
          • Syntax
        • Get Filtered Equities
          • Syntax
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          • Syntax
        • Get Option Info by Ticker
          • Syntax
        • Get Options Expiration Dates
          • Syntax
        • Get an Option Chain
        • Get Filtered Options
          • Syntax
      • Watchlists
        • Add Security to Watchlist by ID
          • Syntax
        • Add Security to Watchlist by Ticker
          • Syntax
        • Create New Watchlist
          • Syntax
        • Delete Watchlist
          • Syntax
        • Get Specific Watchlist
          • Syntax
        • Get User's Watchlists
          • Syntax
        • Remove Security From Watchlist by ID
          • Syntax
        • Remove Security from Watchlist by Ticker
          • Syntax
        • Rename Watchlist
          • Syntax
      • Price Alerts
        • Create Price Alert
          • Syntax
        • Delete Price Alert
          • Syntax
        • Get Specific Alert
          • Syntax
        • Get User's Price Alerts
          • Syntax
        • Modify Price Alert
          • Syntax
      • Historical Data
        • Get Comparison Chart Data
          • Syntax
        • Get Candles and Indicators for a Security
          • Syntax
        • Get Chart Data in the Excel Format
          • Syntax
      • News
        • Get News for a Security
        • Get Corporate Actions for a Security
      • User Feedback
        • Submit Feedback
          • Syntax
      • Managing Transactions
        • Get Transactions
          • Syntax
      • Streaming Data
        • Quotes
        • Orders
        • Positions
        • Watchlists
        • Account Balances
      • Code Samples
        • Basic Authentication
        • Two-Factor Autentication
        • Placing New Orders
        • Get User Information
        • List User Positions
        • Get Trading Data for Charts
      • Terms and Definitions
        • Part I
        • Part II
        • Part III
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  1. User guide
  2. Digital Advisor

Getting Started

Get Started with Digital Advisor

PreviousDigital AdvisorNextSelecting an Investment Model

Last updated 4 years ago

Introduction

Digital Advisor is hosted on one of your broker's subdomains. Before you proceed to use it for automatic management of your portfolio, first sign up for it. Head over to the login page and click Sign Up.

This will re-direct you to the sign-up page where you need to specify your personal details:

Once the form is filled out, click Sign Up. Afterward, you will be re-directed to Digital Advisor. If you have no active trading accounts (perhaps you migrated from Autoshares Trader), Digital Advisor will prompt you to create a new trading account with the clearing firm that your broker has selected. Once you have submitted an account opening request, some time will pass until your account is approved by both the broker and the clearing firm.