Help

Brokerages

Schwab

In the app, go to Settings → Brokerage and tap Link Schwab. You sign in on Schwab's own page, so we never see your Schwab password. Schwab asks you to re-authorize every seven days, and the app reminds you before it lapses.

Interactive Brokers

• Step-by-step setup: a Flex token and an Activity Flex Query, about 5 minutes on a computer
• Renewing your Flex token
• Troubleshooting
• Brokerage questions: safety, timing, paper accounts

Importing a file

In the app, go to Settings → Brokerage → Import from a file. Use a Fidelity export or any CSV or spreadsheet. Match your columns once and save the format for next time.

Your account

Subscriptions

• Bought on iPhone: manage or cancel in your App Store settings.
• Bought on Android: Google Play → Subscriptions.
• Bought on the web: in the web app, Settings → Manage subscription.

Deleting your account

How to delete your account and data

Contact support

Email support@harmonizedtrades.com. We read every message. It helps to include:

• whether you're on iPhone, Android or the web
• what you were doing and what you saw, with a screenshot if you can

Never send us a password or your Interactive Brokers Flex token. Screenshots of settings are fine.