Connect a SnapTrade Broker
SnapTrade lets BlitzPulse support brokers that do not expose direct OAuth to us. SnapTrade hosts the sign-in page. BlitzPulse stores only an opaque connection id, connection status, and synced portfolio data.
What SnapTrade Adds
- Hosted auth for Robinhood, Fidelity, Webull, M1, Public, and other supported brokers.
- Read-only position and transaction sync at launch.
- Per-tenant availability controls managed by the platform owner.
- Usage tracking so operators can reconcile SnapTrade invoices.
What BlitzPulse Does Not Do
- We do not see your broker password.
- We do not store your broker password.
- We do not place SnapTrade orders at launch.
- We do not enable automated order routing through SnapTrade.
Step-by-step
- Open Settings -> Account Management -> Other Brokers -> SnapTrade.
- Pick your broker from the SnapTrade list.
- Continue to SnapTrade's hosted portal.
- Sign in on SnapTrade's page and approve read-only access.
- SnapTrade redirects back to BlitzPulse and we store the connection id.
Availability
SnapTrade visibility can be changed by the platform owner from Admin -> Broker Availability. If the broker is marked coming soon or admin only, the user-facing connection page may be hidden or gated.
Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| "SnapTrade is not configured" | API credentials are missing | Ask an admin to configure SnapTrade credentials |
| Positions request returns a broker upstream error | No SnapTrade credential is linked for your tenant and selected broker | Select Link / repair in Account Management and reconnect that broker |
| Broker transactions are unavailable | No SnapTrade credential is linked to your tenant and selected broker | Select Link / repair in Account Management and reconnect that broker |
| SnapTrade quotes or options chain are unavailable | These SnapTrade reads are not available yet; relinking does not restore them | Quotes use the default market data source; options return an empty degraded chain |
| No portal opens | Broker not available or tenant limit reached | Check plan limits and broker availability |
| Callback fails | Hosted session expired | Restart the SnapTrade connect flow |
| Account is Degraded, Sync pending, and Last Synced is empty | The account row exists, but no broker data sync has completed | Select Link / repair in Account Management and repeat the hosted connection flow; if it persists, ask support to check SnapTrade webhook and sync logs |
| Data Link shows Disconnected | SnapTrade reported the hosted connection as disconnected or unhealthy | Select Link / repair in Account Management to re-authorize with SnapTrade |
| Data looks stale | SnapTrade webhook or sync delayed | Ask support to check SnapTrade observability |