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How to Troubleshoot Broker Connection Issues

Overview​

Resolve common broker connection and sync problems.

Common Issues & Solutions​

1. Connection Failed​

Symptoms​

❌ "Connection Failed" error
❌ Cannot complete authorization
❌ Stuck on connecting screen

Solutions​

  1. Check Credentials

    • Verify broker username/password
    • Confirm API keys are correct
    • Check Client ID is accurate

  2. Try Again

    • Wait 1-2 minutes
    • Click "Retry" or "Connect" again
    • Clear browser cache

  3. Check Broker Status

    • Visit broker website
    • Ensure broker API is operational
    • Check for maintenance windows

Screenshot: Connection failed error

2. Authorization Expired​

Symptoms​

🟠 "Authorization Expired" status
🟠 Trades stopped syncing
🟠 "Please re-authorize" message

Solutions​

  1. Re-authorize (OAuth brokers)

    • Click "Reconnect" button
    • Complete OAuth flow again
    • Valid for 24 hours (Zerodha, Fyers)

  2. Update API Keys (API brokers)

    • Generate new API key if expired
    • Update in account settings
    • Save and test connection

Screenshot: Expired authorization

3. Trades Not Syncing​

Symptoms​

📊 No new trades appearing
📊 Last sync long ago
📊 Sync completes but no data

Solutions​

  1. Manual Sync

    • Click "Sync Now" button
    • Wait for completion
    • Check if trades appear

  2. Check Date Range

    • Ensure broker has trades in period
    • Verify trades are executed (not pending)
    • Check trade status in broker app

  3. Full Re-sync

    • Disconnect account
    • Reconnect with same credentials
    • Import historical trades

Screenshot: Sync troubleshooting

4. Invalid Credentials​

Symptoms​

🔑 "Invalid API Key" error
🔑 "Authentication failed"
🔑 "Wrong password"

Solutions​

  1. Verify Credentials

    • Login to broker portal directly
    • Confirm credentials work there
    • Check for typos in Tradelyser

  2. Regenerate API Keys

    • Create new API key in broker portal
    • Delete old key
    • Update in Tradelyser

  3. Check Account Status

    • Ensure broker account is active
    • Verify API access enabled
    • Check for suspended accounts

Screenshot: Invalid credentials

5. Duplicate Trades​

Symptoms​

📈 Same trade appearing twice
📈 Doubled P&L numbers
📈 Trade count inflated

Solutions​

  1. Check Multiple Accounts

    • Ensure not connected twice
    • Disconnect duplicate accounts
    • Keep only one connection

  2. Manual Import Issue

    • Don't import if auto-sync active
    • Remove duplicate CSV imports
    • Contact support to clean duplicates

6. Slow or Stuck Sync​

Symptoms​

⏳ Sync taking very long
⏳ "Syncing..." never completes
⏳ Page freezes during sync

Solutions​

  1. Wait Patiently

    • Large history takes time
    • First sync can be 5-10 minutes
    • Don't refresh during sync

  2. Refresh & Retry

    • If stuck > 5 minutes
    • Refresh browser page
    • Try sync again

  3. Check Internet

    • Verify stable connection
    • Close other bandwidth-heavy apps
    • Try different network

Screenshot: Stuck sync

7. Wrong Trades Imported​

Symptoms​

❌ Trades from different account
❌ Someone else's trades
❌ Unfamiliar symbols

Solutions​

  1. Verify Account

    • Confirm correct broker account connected
    • Check Client ID matches your account
    • Disconnect and reconnect correct account

  2. Contact Support

    • Urgent: Disconnect immediately
    • Report issue with account details
    • Request data cleanup if needed

Broker-Specific Issues​

Zerodha​

  • Token expires daily: Re-authorize each day
  • TOTP issues: Sync authenticator app time
  • Weekend access: Not available on weekends

Fyers​

  • OTP delays: Check registered mobile
  • Session issues: Clear cookies and retry
  • API limits: Wait if rate limited

Angel One / Upstox​

  • API key inactive: Activate in broker portal
  • Wrong API version: Use latest API
  • Permissions: Ensure read access granted

General Troubleshooting Steps​

Step-by-Step Resolution​

  1. ✅ Check connection status
  2. ✅ Verify broker credentials
  3. ✅ Test broker login separately
  4. ✅ Check internet connection
  5. ✅ Try different browser
  6. ✅ Clear cache and cookies
  7. ✅ Disable browser extensions
  8. ✅ Contact support if persists

Prevention Tips​

Avoid Issues​

✅ Re-authorize before expiry
✅ Keep credentials current
✅ Monitor sync status daily
✅ Use stable internet
✅ Keep broker account active

Quick Reference​

IssueQuick Fix
ExpiredRe-authorize
FailedCheck credentials
Not syncingManual sync
SlowWait / Refresh
Wrong dataDisconnect & reconnect

Next Steps​

Still Need Help?​

📧 Email: support@tradelyser.com
💬 Include: Account details, error message, broker name
📸 Attach: Screenshots of error
⏱️ Response: Within 24 hours