Linking Centerpoint

kinfo centerpoint

Centerpoint is a very popular choice among successful day traders.

They offer competitive volume pricing for active day traders, and both popular Sterling Trader Pro and Das Trader Pro platforms as well as their own web and mobile platforms.

You can link Centerpoint to kinfo via Wedbush clearing to enable automatic updates of trades and performance.

Kinfo works great with Centerpoint! The integration enables end-users to track their trading performance in a meaningful way using both the mobile app and web version of kinfo.

Linking guide

The link works via Wedbush or Apex Pro which are two of the clearing firms used by Centerpoint.

Centerpoint offers a few different clearing firm options, this guide only works if you use Wedbush clearing or Apex Pro Clearing.

If you use Wedbush, you will use your login to https://myclientlink.com
If you use Apex Pro, you will use your login to https://centerpointsecurities.apexpro.com

About Security

In order to use kinfo with Centerpoint, you will use your login to your clearing firm.

The access provided by these credentials is limited to reading data about your trading history and open positions. 

With this method, you will never share your actual broker credentials with kinfo and the integration is only granted access to read transaction data in order to calculate trades and performance metrics.

Since the kinfo user is granted access, the following applies:

  • Kinfo NEVER see, store or have access to your real broker credentials
  • You can choose between doing a one-time import or link your account for automatic updates.
  • Kinfo can NEVER be used to execute trades
  • Kinfo can NEVER touch your money/assets or make any changes to your account

1. Linking Centerpoint on kinfo

Select Centerpoint from the listed brokers.

Select your clearing firm from the Dropdown.

Select if you want to link the account or do a one-time import

link centerpoint

3. Track your trading performance

If you completed the steps above your Centerpoint account should be linked to kinfo and the platform will start tracking your trading performance.

When linking the platform will import 3 years of history and try to calculate retroactive performance based on transactions.

Going forward, trading performance will be updated daily.

Trades & performance are tracked based on closed out trades and when corresponding buy & sell transactions can be found. If you suspect any errors or have any questions, feels free to reach out on support@kinfo.com

Good luck with your trading!