Quickstart (with pictures)

This is the exact path for most beta users on macOS. Follow it in order and you can be live in about 10-15 minutes.

You need: YMI Pro access, your private BrokerBridge invite code, your IBKR + AI provider credentials, and macOS.

1

Join YMI Pro

BrokerBridge beta access is included with YMI Pro while the product is in beta. Join YMI Pro first, then use your private invite code during activation.

BrokerBridge beta access page
Step 1 -- Confirm beta access is included with YMI Pro.
2

Get the installer

The BrokerBridge installer is available to YMI Pro members. Download the current installer and keep your private invite code ready for activation.

Installer download and open flow
Step 2 -- Download and open the DMG package.
3

Install and open BrokerBridge Installer

Drag BrokerBridge Installer.app to Applications, open it, and click Save Setup.

BrokerBridge installer setup form
Step 3 -- Enter provider key, IBKR details, and entitlement sync in the installer UI.
4

Launch BrokerBridge

Click Launch BrokerBridge in the installer. It starts BrokerBridge and opens the local app at http://localhost:8400.

BrokerBridge app open in local browser
Step 4 -- Open concierge setup, then continue to broker and risk configuration.

Uninstall (remove everything)

Open BrokerBridge Installer and click Uninstall Everything. This removes the app and local BrokerBridge user data.

You can also run manual cleanup if needed:
rm -rf ~/.brokerbridge
rm -rf ~/Library/Application\ Support/BrokerBridge
rm -rf ~/Library/Caches/BrokerBridge
rm -rf ~/Library/Logs/BrokerBridge