This article is a step-by-step guide on how to send a trade from the Samurai platform to Tradier Brokerage. The mechanism is based on a trade link that opens the Tradier platform in a new tab and allows you to review the trade before sending it to the market.
How to send a trade to Tradier:
1. Analyze your trade in the Trade Order Form window in the Samurai platform.
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2. Once you're done, Hover above the 'Send To' button and chose Tradier.
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3. Click the link in the window that opened.
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4. If you are not logged in to Tradier, you'll need to log in now.
5. Click 'Preview' to review the trade or 'Submit' to send it to the market.
Tips:
Adjusting Trades
When you open the trade in the Tradier Platform, we also copy a limit price based on the mid-price (if unchanged). But markets can move fast, so you might want to adjust the price before hitting 'Submit.'
- You can see the limit price of your order vs. the quote of the market for the stock and option. See here:
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Read more:
- Trade order form - Knowledge Base article
- Send trade to your broker - Knowledge Base article
- Go to Option Scanner: Option Samurai