Brokerage Compatibility
Your Brokerage. Connected to Atlas.
Choose a supported connection, review its requirements, and prepare
a dedicated brokerage account for automated trading. Your brokerage
continues to hold your funds and administer your account.
01 / PREPARE
Start With a Fresh Account
Use a fresh brokerage account with no existing open positions,
dedicated to your Atlas Trade AI trading.
02 / CONNECT
Review the Connection Steps
Schwab requires reauthentication every 7 days. Robinhood has one
extra step to complete its agentic connection.
03 / MONITOR
Manage Your Connection
Check your connection in Atlas Trade AI and keep any required
brokerage authorizations up to date.
LIVE
Individual / Basic Trading
A non-retirement brokerage account held by an individual.
Labels such as Individual Account, Basic Trading, Alpaca Live
and Basic Account can represent brokerage-specific versions
of this general account category.
CASH
Cash Account
A brokerage account in which securities purchases are funded
using available account cash rather than money borrowed from
the brokerage.
MARGIN
Margin Account
A brokerage account that may permit borrowing from the brokerage
subject to its approvals and requirements. Atlas Trade AI
compatibility with a margin-designated account does not mean
leverage is required or recommended.
IRA
Traditional IRA
A tax-advantaged individual retirement account. Applicable
contribution, deduction and distribution rules depend on
individual circumstances and current tax law.
ROTH
Roth IRA
A retirement account generally funded with after-tax
contributions, where qualifying distributions may receive
different tax treatment under applicable rules.
ROLLOVER
Rollover IRA
An IRA commonly used to receive eligible retirement assets
moved from another retirement plan or IRA, subject to applicable
rollover and tax requirements.
SIM
Paper / Simulation Account
A simulated environment that can be used to test trading
workflows without routing live orders or using real
investment capital.
AGENTIC
Robinhood Agentic Account
A dedicated Robinhood account designed for Agentic Trading
functionality. Account setup, permissions and brokerage-side
functionality remain determined by Robinhood.
Informational only:
these descriptions are general summaries and are not tax, legal,
brokerage or investment advice. Account terminology, eligibility and
functionality may differ by brokerage, and the applicable brokerage's
documentation should control where there is any difference.
Represent a Brokerage or Trading Platform?
Atlas Trade AI continues to expand its brokerage connectivity.
If you represent a brokerage, API provider or trading infrastructure
company and would like to discuss technical compatibility or
integration, contact our team.
Contact Partnerships
Important Disclosure:
Atlas Trade AI is an independent software provider. The organizations
listed on this page are third-party brokerages or financial technology
providers. Inclusion on this page means Atlas Trade AI currently
supports technical connectivity or compatibility for certain account
types or platform functionality. It does not constitute investment
advice or a recommendation to use one brokerage instead of another.
Brokerage availability, connection methods, supported account types
and available functionality may change. Account approval, trading
permissions, brokerage fees, tax treatment, eligibility requirements,
order handling and other brokerage-side services remain subject to
the policies and requirements of the applicable brokerage.
Connection indicators:
Green identifies a supported connection. Amber highlights Robinhood’s
additional setup step. Charles Schwab is shown in green and requires
routine reauthentication every 7 days. These labels do not report
real-time service availability or whether your own brokerage account
is connected. Review your account’s connection status within
Atlas Trade AI.
The Featured Integration designation is a presentation
label used by Atlas Trade AI for selected brokerage connections.
It does not represent a ranking, statement of comparative quality,
investment recommendation or determination that a brokerage is
suitable for any particular user.
Brokerage names, logos and trademarks are used for identification and
informational purposes. Atlas Trade AI may maintain technical, referral,
commercial or other arrangements with certain listed companies; the
existence of such an arrangement does not constitute a recommendation
or endorsement of a brokerage for a particular user.
Referral Disclosure:
Certain external brokerage links may be associated with referral or
compensation arrangements. Where applicable, Atlas Trade AI may
receive compensation in connection with a referral. Any brokerage
promotion, eligibility requirement, incentive or brokerage service
is established by the applicable brokerage and remains subject to
its own terms and conditions.
