Authorization
Step by step on how to connect your Questrade account with Soci
Follow the steps below to authorize your account and send real-time alerts to anyone around the world.
Soci's integration with Questrade is only available for Lead Traders and investors who want to connect their own strategies and share them with the world. If you're not a Lead Trader, email hello@soci.finance or apply to become a Lead
Activating IQ API Center
Using your login credentials, log in to Questrade.
API welcome page: In the top right corner where you see your login name, select API centre from the drop-down menu. You will be redirected to the API welcome page providing you with more information about the API.
Activate API: Once you're ready, click Activate API.
API access agreement: The API access agreement appears. You need to read and agree to the terms listed in the agreement to proceed. After clicking Agree, you will be one step closer to getting access to Questrade's API.
Create your first personal app
Manual authorization flow:
In the API Centre, click Register a personal app.
In the create personal app section, under basic information, enter a name for your application including a brief description and click Save. The personal app is visible under personal applications.
Generate a Refresh Token
In the personal applications page, click New manual authorization.
Click Generate new token for manual authorization.
A token is generated and appears in the authorization pop-up window. Click Copy token to copy it before clicking Close. This is called a Refresh Token, you'll need it in the next step.
Authorize Soci to connect to your account
Visit Soci's Admin app and start by entering your user name. It will be a good idea to save this link to your favourites bar or Quickstart option as you will need it again to re-establish the connection if the access token expires. More on this in the next section.
In the next step, you'll need to validate your account via email or phone. Select the method of choice and validate your account.
On successful validation, you'll be asked to enter your Refresh Token from step 3) in the previous section that you copied from your Questrade app.
And that's it! If you received a success message, then you're ready to start trading and sending notifications live. While the connection refresh token is active, Soci will be listening on your trades and sending notifications via sms or discord to your following audience - these can be your friends, colleagues, or investment community members.
Handling errors
Due to the nature of Questrade's API, refresh tokens expire every few days and sometimes more frequently. When the token expires or Soci is unable to connect to your account, you'll need to repeat the steps above.
Error messages will be sent to your phone number. The most typical errors you'll run into will be:
No refresh token on Questrade service
Can't reach API
We're working hand in hand with Questrade developer team to limit the amount of times you're required to reconnect your account through the API tokens, so treat this as a Beta connection for now.
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