Broker integration

Will your workflow speak to your broker correctly?

Check permissions, order mappings and failure responses before considering a live connection.

Broker connection status and order mapping on a laptop

Connection work beyond an API key

We review the supported broker interface, configure authentication and map the workflow's order instructions to the broker's available order types. Connection checks cover acknowledgements, rejections, status updates and interruptions. A straightforward integration commonly takes two to four weeks after suitable access and documentation are available. You receive a connection map, test record and operating notes. Broker approval, interface availability and account permissions remain outside our control.

The connection sequence

  1. Review

    We check interface documentation, supported instruments, required permissions and whether a non-live testing environment is available.

  2. Map

    Each workflow action is matched to a broker instruction, with unsupported order types and ambiguous states recorded.

  3. Test

    We inspect acknowledgements, rejections, duplicate-prevention behaviour and connection loss using the available testing environment.

  4. Handover

    You receive the connection record, credential-handling instructions and a process for reviewing interface changes.

What we cannot control at the broker

A configured connection does not control broker outages, account restrictions, market access or how an order fills after submission. Interfaces can also change, requiring a later review of mappings and permissions. We do not open brokerage accounts or choose a broker on your behalf. If your preferred interface lacks a required function, we will explain the limitation and discuss whether a narrower workflow remains practical rather than presenting an untested workaround as complete.

Details to confirm with your broker

Ask these questions before arranging technical access.

  • Whether your account permits API access
  • Which instruments and order types are supported
  • Whether non-live testing access is available
  • How credentials can be created and revoked
  • Where interface change notices are published
Engineer checking non-live order responses in an event log

The difficult part of an integration is often not sending an order. It is knowing what happened when the response is delayed, rejected or incomplete.

Intersparc product team

Check a broker interface with us

Share the broker name and the actions your workflow needs; we will explain what requires verification.

Ask about integration