Account Connection Guide

Learn how to securely connect your exchange account using API keys. This guide covers setup for all supported exchanges with security best practices and troubleshooting tips.

🔐 Security First

How API Keys Work

  • API keys grant specific permissions to your account
  • You control which actions are allowed
  • Your funds never leave your exchange account
  • You can revoke access anytime

What We Need

Futures Trading:✓ Required
Read Portfolio:✓ Required
Withdrawals:✗ Never Enable
Spot Trading:○ Usually Not Needed

Exchange Setup Guides

B

Binance Futures

Step-by-Step Setup

  1. 1. Log into Binance → Profile → API Management
  2. 2. Click "Create API" → Choose "System Generated"
  3. 3. Enter API Key label (e.g., "Autowealth Trading")
  4. 4. Complete verification (SMS/Email)
  5. 5. Save your API Key and Secret Key

Required Permissions

Enable Futures
Enable Reading
Enable Withdrawals (NEVER CHECK)

Pro Tips

  • • Set IP restrictions if you know your trading server's IP
  • • Use a descriptive label to identify this API key
  • • Save your secret key immediately - you can't view it again
B

Bybit Futures

Step-by-Step Setup

  1. 1. Log into Bybit → Account & Security → API
  2. 2. Click "Create New Key"
  3. 3. Choose "System-generated API Keys"
  4. 4. Enter Key name and select permissions
  5. 5. Complete 2FA verification

Required Permissions

Derivatives Contract Trading
Read-Only
Withdraw (NEVER CHECK)

Pro Tips

  • • Enable "Unified Trading Account" for better margin efficiency
  • • Set API key expiration to "No expiry" for continuous trading
  • • Use IP whitelist for enhanced security
O

OKX Futures

Step-by-Step Setup

  1. 1. Log into OKX → Profile → API
  2. 2. Click "Create API Key"
  3. 3. Enter API Key name
  4. 4. Select trading permissions
  5. 5. Set passphrase and complete verification

Required Permissions

Trade
Read
Withdraw (NEVER CHECK)

Important Note

OKX requires a passphrase for API keys. Remember to provide this passphrase along with your API credentials.

K

KuCoin Futures

Step-by-Step Setup

  1. 1. Log into KuCoin → API Management
  2. 2. Click "Create API"
  3. 3. Enter API Name and set passphrase
  4. 4. Select permissions for futures trading
  5. 5. Complete email and SMS verification

Required Permissions

Futures Trading
General
Transfer (NEVER CHECK)

Special Requirements

KuCoin requires both a passphrase and may need IP whitelisting. Ensure you have these ready when setting up.

Connecting to the Bot

Information You'll Need

For All Exchanges

  • • API Key (Public key)
  • • Secret Key (Private key)
  • • Exchange name

For OKX & KuCoin

  • • Passphrase (additional security layer)

Bot Configuration Process

1

Start Setup

Use /start command and follow bot prompts

2

Select Exchange

Choose your exchange from the list

3

Enter Credentials

Provide API key, secret, and passphrase if required

4

Verification

Bot tests connection and verifies permissions

Security Best Practices

❌ Never Do

  • Enable withdrawal permissions on API keys
  • Share API credentials outside the bot
  • Use the same API key for multiple services
  • Store credentials in unsecured locations
  • Ignore connection health warnings

✅ Always Do

  • Use descriptive labels for your API keys
  • Enable IP whitelisting when possible
  • Regularly monitor your exchange activity
  • Keep your exchange account secured with 2FA
  • Test with small amounts initially

Common Issues & Solutions

Connection Failed

Possible Causes

  • • Incorrect API key or secret
  • • Wrong permissions enabled
  • • IP restrictions blocking connection
  • • Exchange API temporarily unavailable
  • • Missing passphrase (OKX/KuCoin)

Solutions

  • • Double-check all credentials
  • • Verify futures trading is enabled
  • • Remove IP restrictions temporarily
  • • Wait and try again in a few minutes
  • • Ensure passphrase is correctly entered

Permission Denied

What This Means

The API key doesn't have the required permissions to execute futures trades or read account information.

Required Permissions

  • ✓ Futures Trading
  • ✓ Read Portfolio/Account
  • ✗ Withdrawals (must be disabled)

How to Fix

  1. 1. Go back to your exchange API settings
  2. 2. Edit the API key permissions
  3. 3. Enable "Futures Trading" and "Read" permissions
  4. 4. Save changes and try connecting again
  5. 5. If still failing, create a new API key

Insufficient Balance

Balance Requirements

  • • Minimum balance varies by community
  • • Need margin for futures positions
  • • Account for potential drawdowns
  • • Keep buffer for commission payments

Solutions

  • • Deposit more funds to your futures wallet
  • • Transfer from spot to futures account
  • • Check community minimum requirements
  • • Contact admin if requirements seem incorrect

Monitoring Your Connection

Regular Checks

  • Use /status command daily
  • Monitor trading notifications
  • Check exchange account activity
  • Verify position changes

Warning Signs

  • No trading activity when expected
  • Connection error notifications
  • Unexpected position changes
  • Bot stops responding

When to Reconnect

  • After changing API permissions
  • Following exchange maintenance
  • If connection errors persist
  • When prompted by the bot

Ready to Connect Your Account?

Need Help? If you're having trouble with API setup, contact your community admin. They can guide you through the process or help troubleshoot connection issues.