What a connected trading account means
A connected trading account is an external financial account linked to Chilla for supported use. Your money remains with the provider that hosts the account. Beaverly is the software layer, not the provider, bank or custodian.
Connecting a trading account and authorizing live Chilla work are separate. A connection does not give Chilla unlimited financial authority.
Supported providers and connection methods can change as integrations evolve. Use the Compatibility page for the current public list.
Start from the conversation
You do not need to connect a trading account before telling Chilla what you are working towards. When the work needs one, you can choose demo or connect a supported live trading account.
When setup is needed, Chilla can help from the conversation instead of requiring you to learn an old dashboard workflow first.
Where Chilla can help with trading-account setup
Chilla can use its own computer to carry ordinary provider setup and account-management work.
Chilla can help
Supported navigation, ordinary setup steps, finding account-management areas, and explaining what you are looking at.
You take over
Passwords, OTP/MFA, identity/KYC information, legal declarations, OAuth approval, transaction details and consequential financial confirmations.
Your credentials stay private
- Chilla does not store plaintext broker passwords.
- When you take over a sensitive credential step, Chilla does not observe that credential-entry activity.
- If a provider session is retained under product policy so assistance can continue later, that session is protected with encryption at rest and in transit and kept isolated.
- You should never paste a broker password, OTP or recovery code into the Chilla conversation.
Deposits, withdrawals and transfers
Chilla may help you reach a supported provider’s deposit, withdrawal, transfer or settings area. That navigation does not give Chilla permission to decide or complete a money-moving action for you.
- You choose the amount and relevant trading account or payment details.
- You review provider terms, fees, conversion rates and verification requirements.
- You make the consequential confirmation yourself.
- The provider remains responsible for its own deposit and withdrawal processing.
See Deposits and Withdrawals for focused guidance.
Before live work
- Choose the trading account you want the work to use.
- Finish the other material choices Chilla needs from you.
- Review the exact PLAN before proceeding.
- Complete the required disclosure and activate the work when you are ready.
Connecting a trading account by itself does not activate a Chilla task.
Trading account FAQ
Does Beaverly hold my funds?
No. Funds remain with the provider hosting your trading account.
Does Chilla need to know my broker password?
No. Chilla does not store plaintext broker passwords. Sensitive credential entry stays with you.
Can Chilla complete a withdrawal for me?
No. Chilla can help you reach supported provider pages, while transaction details and consequential money-moving confirmations remain yours.
Can I start before connecting a trading account?
Yes. Start with the goal. Choose demo or a supported live trading account when the work needs one.
Which providers are supported?
Check the Compatibility page for the current public list.
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