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Brokers

The table below summarizes how OptionIncome works with each supported broker, including how much historical data can be fetched and what to expect for data freshness.

BrokerHistory LengthLive Positions DelayHistorical Trades Delay
Schwab4 yearsA few minutesUp to 24 hours
E*TRADE2 yearsA few minutesUp to 24 hours
TastytradeSince account openA few minutesUp to 24 hours
RobinhoodSince account openA few minutesUp to 24 hours
Webull2 yearsA few minutesUp to 24 hours
Fidelity2 yearsUp to 24 hoursUp to 24 hours

Notes

  • Live positions typically update quickly after refresh page. If not shown, using the Sync Broker button can force a sync.
  • Historical trades are not available immediately after execution. Most brokers only expose finalized trade history after settlement, which usually results in a ~24-hour delay.
  • Older accounts or very large histories may take longer to fully import initially.

For broker-specific details and known limitations, contact support.

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