Trading Accounts
Published Jul 9, 2026 · Updated Jul 26, 2026
All exchange API connections live here: add, test, monitor, and manage. Setup steps are in Connect an Exchange; this page is about managing them.
What each card shows
Status (connected / permission error / sync error), permissions, balance (free / used / total), and the bound strategy.
If permissions show “includes withdrawal (high risk)”, go disable withdrawal on that key at the exchange—now.
When a connection breaks
Open the health panel
Heartbeat, last failure reason, rate-limit state—locates the problem at a glance.
Fix the credential
Common causes: key revoked, permissions changed, whitelist IP changed. Fix on the exchange, then Edit credentials here.
Retry sync
Click it; status should return to Connected.
Management actions
- Edit name / credentials: anytime; new credentials must pass the test again.
- Copy current API key: clone the credential into a new connection record.
- Delete: blocked while a strategy uses it—free the strategy first.
Whitelist IP
Exchanges with IP whitelists need the whitelist IP from the add dialog configured on their side (copy button provided). Missing it looks like permission or signature errors.