When you click Add Trade, the new Select account window opens. This is your starting point for getting trades into TradeZella — import into an account you already have, add a new one, or jump to managing them all.
What Can I Do from the Account Window?
Resync — refresh an account that’s already synced so your latest trades pull in
Upload file — add new trades to a file-upload account by clicking Upload file next to it
Search — find an account you’ve already added using the search bar at the top
+ Add New account — add a brand-new account (bottom-left)
Manage all accounts — open your Accounts page to manage everything (bottom-right)
How Do I Add a Brand-New Account?
Click + New account, then follow the steps for your broker. We have a dedicated guide for each one — see the Upload Your Trades section for the full walkthrough.
Related Articles
Upload Your Trades — find the guide on how to connect or import from your broker
How to Unlink and Relink Your Broker from TradeZella — for the Reconnect sync steps
If you have any questions or need assistance, feel free to reach out to our support team — we’re here to help!