Broker integration
Is the broker connection ready for real orders?
Check permissions, instrument mapping and responses before treating a connection as operational.
Connect the account, then verify the route
Broker integration links a supported account to the Cabinetgrabs order workflow through the broker's available connection method. We check access permissions, map supported instruments and order fields, and inspect acknowledgement and rejection messages in a test sequence. Configuration commonly takes one to two weeks, depending on broker access and technical requirements. You receive a connection checklist, field mapping and test-event record. A working test does not ensure uninterrupted access: the broker can change its interface, restrict an account or reject a live order.
Four checks before enabling execution
Access
Confirm the broker and account connection method, available permissions and any approval steps required by the broker itself.
Mapping
Match instrument identifiers, order types and quantity formats. Record fields the broker does not support rather than guessing an equivalent.
Test
Send permitted test requests where the broker's environment allows them, then inspect acknowledgements, rejections and timeout behaviour.
Handover
Provide the mapping and test record so you can decide whether to enable live orders and how to supervise the connection.
What a connection does not include
We do not open brokerage accounts, negotiate broker terms or act on your behalf as an investment adviser. Broker availability depends on its interfaces, account permissions and policies, which may change outside our control. Where a requested order type or instrument is unsupported, we explain the mismatch instead of silently substituting another instruction. You remain responsible for checking broker charges, account restrictions and orders shown in your brokerage account. If access changes, execution may need to be paused and the integration retested.
Trace the connection response
Which broker do you need to connect?
Share the broker name and the order types you intend to use so we can assess fit.
Ask about compatibility