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Broker connection and import problems
Updated 31 October 2026 · 2 min read · 10 Contents
Plain-language meaning
Broker connections are read-only and depend on the broker's own authorization flow. Most failures are expired tokens, incomplete authorization or broker-side outages, and re-authorizing is the usual fix.
Where it appears #
Symptoms appear on the Brokers page as configured-but-disconnected status, a failed authorization return, or an import preview with missing fields.
Step-by-step workflow #
1. Check the broker's configured and connected status separately. 2. Re-authorize on the broker's own page, or paste a fresh temporary token where that method applies. 3. Return promptly, signed in as the same account that started the login, and confirm connected status. A return that says the link expired or belongs to another account means the login must be started again from Brokers. 4. Preview holdings before importing. 5. Review rows with missing exchange or price: they stay unavailable rather than guessed. 6. Import, then verify quantities against your broker statement.
Worked example #
A broker can be configured because its app key exists yet disconnected because today's access token expired overnight. Re-authorizing restores the connection without changing previously imported holdings.
How to interpret the result #
Configured describes operator setup; connected describes your current authorization; imported rows describe evidence the broker actually returned. None of these states alters market data.
Limitations and common mistakes #
Never send broker tokens through feedback, screenshots or logs. An import is a snapshot, not a live sync, and broker payload fields differ, so review is always required.
Market-specific differences #
OAuth flows, token lifetimes and holdings fields differ by broker and country; unsupported brokers simply do not appear in the catalogue.
Educational use only #
This guide is descriptive education, not investment advice, a prediction, a recommendation, or an instruction to buy, sell, rebalance or place an order.