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How to Connect Fyers Account

Overview​

Link your Fyers trading account with OAuth authentication for automatic trade synchronization.

Prerequisites​

  • Active Fyers trading account
  • Fyers login credentials
  • Access to registered mobile number (for OTP)

Steps​

1. Go to Accounts Settings​

  1. Navigate to Settings > Accounts
  2. Click "+ Add Account"

2. Select Fyers Broker​

  1. Find Fyers in the broker list
  2. Click on Fyers card

3. Choose Settings​

  1. Select Calculation Method (FIFO/LIFO/Weighted Average)
  2. Choose "Auto Sync" connection mode
  3. Click "Next"

4. Enter Account Details​

  1. Enter Account Name (e.g., "Fyers - F&O")
  2. Click "Connect with Fyers"

5. Fyers Login​

Redirected to Fyers login page:

  1. Enter Client ID (Fyers user ID)
  2. Enter MPIN or Password
  3. Enter OTP sent to registered mobile
  4. Click "Login"

6. Authorize Access​

  1. Review permissions requested by Tradelyser
  2. Click "Allow" or "Authorize"
  3. Redirected back to Tradelyser

7. Connection Successful​

  • Success notification appears
  • Account status: "Connected" ✅
  • Automatic sync starts

Success!​

Fyers account is connected and syncing automatically.

Synced Data​

What Gets Imported​

✅ Order history
✅ Trade executions
✅ Open positions
✅ Entry/Exit prices
✅ Brokerage fees
✅ Quantities and symbols

Sync Schedule​

  • Live: During market hours (every 30 mins)
  • Daily: End-of-day complete sync
  • Manual: Sync anytime on-demand

Connection Features​

OAuth Security​

🔐 Secure: Bank-grade encryption
🔄 Auto-refresh: Tokens auto-renewed
📱 OTP-protected: Extra security layer
✅ Fyers-approved: Official API integration

Access Duration​

  • Valid for: 24 hours
  • Auto re-authorization: Prompted when needed
  • Manual re-auth: Available anytime

Managing Fyers Connection​

Check Status​

  1. Go to Settings > Accounts
  2. View connection indicator
  3. Check last sync time

Manual Sync​

  1. Click three dots on account
  2. Select "Sync Now"
  3. Wait for completion

Reconnect​

If expired:

  1. Click "Re-connect" button
  2. Complete authorization again
  3. No data loss

Disconnect​

  1. Click three dots menu
  2. Select "Disconnect Account"
  3. Confirm action

Quick Tips​

  • Keep registered mobile handy for OTP
  • Re-authorize daily for uninterrupted sync
  • Sync manually after big trading sessions
  • Check connection before market open
  • Use consistent Fyers account

Best Practices​

✅ Connect before market hours
✅ Verify connection daily
✅ Manual sync after day trading
✅ Check sync history weekly
✅ Keep account details updated

Fyers-Specific Notes​

  • Supports equity, F&O, and commodity trades
  • Intraday and delivery both synced
  • Historical data import available
  • Position squaring-off tracked
  • MTM P&L calculated automatically

Next Steps​

Troubleshooting​

OTP not received? Check mobile number in Fyers
Authorization failed? Verify login credentials
Connection expired? Click Re-connect
Trades missing? Do manual sync
Wrong account connected? Disconnect and reconnect
Need help? Contact support@tradelyser.com

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