How to Connect your Broker on P&L Page

How to Connect your Broker on P&L Page

Connect your broker account to P&L Page to instantly view your Profit & Loss, Tax P&L, and download reports — all in one place.

Steps to connect your broker

1. On the P&L Page homepage, click the 'Select your broker dropdown' > choose your broker from the list.

2. Click 'Get Started' > You will be redirected to your broker's login page.

3. Log in with your broker credentials.

Once logged in, you will be redirected to your P&L Page. Your trade data loads automatically and you can view your Realised P&L, Tax P&L, current year loss adjustment and net taxable incomes.

Notes
Your P&L Page reflects data for the current financial year by default. You can switch financial years using the dropdown at the top right of your page.

Need Assistance?

If you need further assistance, feel free to reach out.