Establish what forms of automation are permitted
Start by identifying, in the broker's own terms and platform documentation, which forms of automation are supported and which are restricted. Some brokers allow API access or third-party connections; others limit automation to conditional orders inside their own platform; some prohibit certain automated strategies in their client agreement. Read the terms of service carefully for clauses about automated or algorithmic activity, and ask support in writing if the documents are unclear. Keep a copy of any answer you receive.
- Check the client agreement for clauses covering automated, algorithmic or API-driven trading.
- Confirm which platforms the broker offers in your region and what automation each one supports.
- Ask support in writing about anything ambiguous and retain the response for your records.
- Verify whether third-party tools or connections are permitted, restricted or unsupported.

