User FAQ

How do I connect a brokerage account?
Most brokerage firms have a straightforward connection process, in which you can follow the below steps: Navigate to the user dashboard Click manage acco...
Sun, 3 Jan, 2021 at 6:24 PM
How do I enter a pre-clearance request?
Click on trading in the left sidebar panel Click request at the top navigation menu Search for your security by entering details. You can enter a ticker,...
Sun, 3 Jan, 2021 at 6:39 PM
How do I view my holdings?
Glass receives daily holdings refreshes from each connected brokerage account. Follow the steps below to view and filter the holdings for connected accounts...
Sun, 3 Jan, 2021 at 6:39 PM
How do I view my transactions?
Glass receives daily transaction refreshes from each connected brokerage account. Follow the steps below to view and filter the holdings for connected accou...
Sun, 3 Jan, 2021 at 6:44 PM
How do I know that my pre-approval request has been approved or denied?
Once you submit a request for pre-clearance, you will see a note that your trade is pending review on the trading dashboard. Once the administrator has re...
Sun, 3 Jan, 2021 at 6:55 PM