Make your workflow even easier by connecting TotalBrokerage to your preferred AI assistant!
This integration allows you to connect your TotalBrokerage account with tools like ChatGPT, Claude, and Gemini, giving you another way to access and work with your TotalBrokerage information using AI.
Getting connected is simple! Navigate to My Profile by clicking your name in the upper right hand corner of your TotalBrokerage page.
Go to the AI tab.
Select Connect AI Assistant, choose your preferred AI platform, and follow the prompts to complete the connection.
Below are instructions and screenshots to help guide you through the setup process.
Please Note: Custom connectors require a ChatGPT Plus, Pro, Team, Enterprise, or Edu subscription.
ChatGPT
Claude
Gemini
