Broker integrations
The brokerage you already trust, now with a trading desk inside it.
Confirm the integration, account permissions and eligible instruments before connecting. Availability can differ by broker, region and account.
Availability: this is a directory of brokers referenced by the platform, not a verified live-integration matrix or an endorsement. Request a dated acceptance test for your broker, account type and market. See the evidence register.
Broker scope to confirm
- Interactive Brokers
Global: institutional grade access to equities, futures, and metals across the world’s major exchanges.
- Saxo
Global: multi asset access for international portfolios.
- Zerodha
India: confirm supported market segments, account eligibility and API permissions.
- Angel One
India: full service brokerage with SmartAPI connectivity for equities and F&O.
- Upstox
India: low latency access suited to active index and equity mandates.
- Fyers
India: trader focused brokerage with modern APIs across NSE segments.
Custody
Your account. Our discipline.
Funds never move. Access is trade only, and revoking it at your broker is final.
Connecting
Authorise
Use the authentication process supported by your broker integration. Inspect requested permissions and the handling of credentials or tokens before connecting.
Verify
The platform confirms the connection and applies your mandate before anything else happens.
Trade
The engines execute within your limits, and every order is visible in your broker’s own interface.
Access, precisely
What the connection can and cannot do
| Capability | Permitted |
|---|---|
| Place and manage orders within your mandate | Confirm account scope |
| Read positions and balances to size trades correctly | Confirm account scope |
| Withdraw or transfer funds | Never |
| Change your bank details or personal information | Never |
| Keep access after you revoke it | Confirm broker revocation and active-session behaviour |
Broker names are the property of their respective owners; listing is not a verification of live connectivity, partnership or endorsement. Instrument availability depends on your broker account's own permissions and segments.
A more considered approach
starts with a conversation.
Prefer to speak first? Talk to us at info@wealthoak.ai
Operated by Wealthoak Advisory LLP