> ## Documentation Index > Fetch the complete documentation index at: https://docs.sterlinglabs.co/llms.txt > Use this file to discover all available pages before exploring further. # Broker Support > The Portfolio's help panel: connect a brokerage, check your connections, ask about account security, and open your agreements. ## What you can do in Broker Support * **Ask anything.** Type in the message box and answers arrive as cards you can act on. * **Connect a brokerage.** Ask which brokerages you can connect and it shows a card for each, with a **Connect** button. * **Show your connections.** Ask what you have connected and it lists your brokerages and how each connection is doing. * **Open your agreements.** Ask for your agreements and it shows your advisory agreement, the Terms of Use and the privacy policy. * **Ask about security and your data.** Whether connecting is secure, and how your data is used. ## Where to find it Once your portfolio is set up — your first brokerage connected and the one-time investor profile completed — a bar labeled **Broker Support** sits at the bottom right of the Portfolio page. Select it to open the chat panel; select it again to close it. Drag the bar to move it out of the way. The panel opens with the greeting "I can help you connect a brokerage or answer questions about your portfolio, connections, and account security" and starter questions you can select: * Which brokerages can I connect? * Is it secure to connect my account? * How is my data used? * How does connecting work? ## Using Broker Support ### Ask a question Type in the **Ask anything** box and select the send arrow. While it replies, the send button turns into a stop button you can select to cut the answer short. Answers often arrive as cards you can act on: a brokerage card with its **Connect** button, your current connections, the security points, or your agreements. ### Connect a brokerage Ask which brokerages you can connect and it shows a card for each, with a **Connect** button. If that brokerage is already connected in Sterling, the button reads **Add account** instead. Every connection starts with your own click. The panel never connects or disconnects an account by itself — it shows you the button, and you sign in at your broker to approve access. Connecting works the same way as it does from the page header; see [Connecting a brokerage](/portfolio/setting-up-your-portfolio). ### Show your connections Ask what you have connected and it lists your brokerages, each with its status — **Active**, **Needs attention** or **Disconnected** — and a **Disconnect** button. Disconnecting asks you to confirm, then deletes that connection's data from Sterling: its positions and holdings, its trade log and balance history, and the portfolio figures and charts built from them. This can't be undone; you can connect the same brokerage again later. ### Open your agreements Ask to see your agreements and the panel shows a card listing them: * **Advisory Agreement** — review or sign your advisory agreement. When a signature is due, the row carries a **Signature needed** badge, and selecting it opens the **Agreements** section of your account window, ready to sign. Every agreement you've accepted is listed there; see [Managing your account details](/account/manage-account). * **Terms of Use** and **Privacy Policy** — open the legal pages themselves. ### Ask about security and your data The panel's security answers, in brief: * You authorize access on your broker's own site, and Sterling never receives or stores your brokerage username or password. * Connections are read-only: Sterling can see your holdings and activity, but it can't move money or place trades. * Your data is never used to trade, never sold as order flow, and never used to train models. * You can disconnect a brokerage whenever you like. ## Frequently asked questions ### Can Broker Support connect an account for me? No. It shows the brokerage and its **Connect** button; every connection starts when you select it yourself and sign in at your broker. ### Is it secure to connect my account? You authorize access on your broker's own site, and Sterling never receives or stores your brokerage username or password. Connections are read-only: Sterling can see your holdings and activity, but it can't move money or place trades. ### I don't see the Broker Support bar. The bar appears once your portfolio is set up: your first brokerage connected and the one-time investor profile completed. ## Related articles * [Connecting a brokerage](/portfolio/setting-up-your-portfolio) * [Your portfolio in Sterling](/portfolio/what-is-portfolio) * [The Portfolio overview](/portfolio/reading-your-portfolio) * [Managing your account details](/account/manage-account) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.