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

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

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

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

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

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

Issue	Quick Fix
Expired	Re-authorize
Failed	Check credentials
Not syncing	Manual sync
Slow	Wait / Refresh
Wrong data	Disconnect & reconnect

Next Steps

• View Connection Status
• Reconnect Account
• Manual Trade Import
• Contact Support

Still Need Help?

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