Extensions & API Integratons
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      2. Extensions & API Integratons

      Exchange Connectivity


      Available for io.vault Professional and Enterprise subscriptions. Available for io.vault Freemium and Premium at an additional cost. For pricing please get in contact with our Customer Support team. 

       

      The "Exchange Connectivity" feature enables you to seamlessly link your Centralized Exchange (CEX) accounts to the io.finnet platform. This integration allows you to view your exchange balances and link / unlink all your exchange accounts from one unified dashboard. The following exchanges are integrated into the io.finnet platform;

      Please note

      For more information on pricing and integration, please contact our customer support team via our help centre, accessible here, or through the support tab on the left-hand side of the dashboard.

      Connecting an Exchange

      Please follow the below process to connect an exchange from your dashboard:

      1. Go to the “Apps” section on your dashboard 
      2. Then choose or search for “exchange connectivity” within the apps 

      3. To enter and use the “Exchange Connectivity” App, you must grant the necessary permissions

        1. Click "Accept" to grant the required permissions and proceed to the App

      4. Once connected you will see which exchanges are available to link to

        1. You will also see the exchanges currently linked 
        2. For further exchange details (networks available, supported wallet types, etc.), please choose the exchange from the bottom section
      5. When you're ready, click "Get Started". This will guide you to select the exchange you wish to connect to
      6. Select the exchange where you have an account that you would like to link

      7. At this point you have to generate an API key and an API secret from your exchange’s interface

        1. Please note: If you require support at this time, there is a link to tutorials on this page, for all exchanges available to walk you through the process

      8. Once you have the correct API information, click “link Bybit Account”
      9. Your exchange is now successfully linked
      10. To view your exchange balance in read-only mode, select the desired exchange from the linked exchange list on the app's homepage.

      Disconnecting an Exchange

      Please follow the below process to disconnect an exchange to your dashboard:

      1. Go to the “Apps” section on your dashboard
      2. Then choose or search for “exchange connectivity within the apps 
      3. Once connected you can view the exchanges currently linked
      4. Select the exchange you wish to disconnect
      5. Scroll to the bottom of the page and click “unlink” 
      6. Once clicked, your exchange will be successfully unlinked