Connecting your broker

How broker linking works

InfiQuant uses each broker's official OAuth flow to obtain a token that lets us read your positions and place orders on your behalf. We never see, store, or transmit your broker password.

At a high level: you click Connect on the InfiQuant Settings → Brokers page, get redirected to your broker's login screen, sign in there directly, approve the permission scope, and get sent back to InfiQuant. The token is stored encrypted at rest in our database.

Permissions we request

For every supported broker, we request:

• Read positions, holdings, and account balance.
• Place and cancel orders within the products and exchanges your account is enabled for.

We do not request permission to:

• Withdraw funds, transfer money, or modify nominee/bank settings.
• Change account-level controls (margin pledges, segments enabled).
• Access tax statements, KYC documents, or contract notes outside trade execution.

Connecting Zerodha (Kite Connect)

1. Make sure your Zerodha account has API access enabled. If not, visit kite.trade and activate Kite Connect (one-time, free for personal use as per Zerodha's current policy — verify on their site).
2. In InfiQuant go to Settings → Brokers → Connect Zerodha.
3. You'll be redirected to Kite's login. Sign in with your Zerodha credentials and approve.
4. You'll land back on InfiQuant with a green “Connected” badge.

Connecting Dhan

1. In Dhan, generate a personal access token from your account settings (Dhan documents this on their developer portal).
2. In InfiQuant click Settings → Brokers → Connect Dhan.
3. You'll authenticate via Dhan's OAuth flow and approve.

Connecting Angel One (SmartAPI)

1. Activate SmartAPI in your Angel One account if you haven't already (one-time activation in their app).
2. In InfiQuant click Settings → Brokers → Connect Angel One.
3. Sign in with your Angel One credentials, approve, and you're redirected back.

Connecting Paytm Money

1. Make sure F&O is enabled on your Paytm Money account.
2. Click Settings → Brokers → Connect Paytm Money and complete their OAuth flow.

Connecting Groww

1. Ensure F&O is activated and API access is enabled on Groww.
2. Click Settings → Brokers → Connect Groww and sign in.

Revoking broker access

You can revoke our access two ways:

• From InfiQuant: Settings → Brokers → Disconnect. We delete the token immediately and stop polling your account.
• From your broker: visit your broker's authorised apps page and revoke the InfiQuant token. Your broker will reject any further calls from us.

Existing positions are not affected by disconnecting — they remain in your broker account exactly as they were. Only future automated activity is stopped.

Troubleshooting

The connection fails with “invalid app” or “app not found”

That usually means API access isn't activated on your broker account, or the broker is currently blocking new API connections during maintenance. Check the broker's status page first.

The connection works but trades fail with “insufficient margin”

That's a broker-side rejection. Check your available margin and the segment limits on your broker account. InfiQuant won't retry these automatically because retrying could compound the issue.

I get “token expired” mid-session

Most broker tokens are valid for one trading day. We auto-renew where the broker supports it; otherwise you'll be prompted to re-authenticate the next morning. Auto-trade will pause until you re-link.