PiTrade Help Center

Welcome to the PiTrade Help Center. These guides walk you through everything from creating your account to building and investing in portfolios.

They're arranged in the order you'll likely need them - start at the top, or jump straight to what you're looking for.

Popular Guides

What PiTrade does and the best order to set things up before you invest.

Open your trading account with Interactive Brokers, from first details to approval.

Link a bank, add money to your wallet, and withdraw funds when you need to.

Put money into an expert's portfolio and stay in sync with their trades automatically.

New to PiTrade? Start here to understand the app and get set up.

Getting Started with PiTrade - what the app does and the best order to set things up
Logging In - create your account, verify your email, and sign in
Setting Up Your Trading Account - open your account with Interactive Brokers

Get money into your account so you're ready to invest.

Create your own portfolios and keep them on target.

Invest alongside investors and stay in sync automatically.

Investing in a Strategizer Portfolio - discover a portfolio, invest, and automatically mirror it every time it changes allocations

Follow the stocks and ETFs you care about.

Keep your account safe and manage your brokerage settings.

Security & Authentication - Face/Touch ID, two-factor authentication, and passwords
Managing Your Interactive Brokers Account - dividends, stock lending, and more

Building on top of PiTrade? Explore the Partner APIs.

Need a hand? Email support@pitrade.com and we'll help you out.