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Before linking any external platform, ensure your exchange account (e.g., Binance, Coinbase, Kraken) supports API access. Log in to your exchange dashboard and locate the API management section. Generate a new API key pair: this typically includes a public key (API Key) and a secret key (Secret Key). During creation, restrict permissions to “Read-Only” or “View Only” for security. Do not enable withdrawal or trading permissions unless absolutely necessary. Save both keys in a secure password manager immediately – you will not see the secret key again after leaving the page.
For Invest IQ App users, the integration process is streamlined. Open the app and navigate to the “Exchange Connections” menu under Account Settings. Select your exchange from the supported list. Paste the API Key and Secret Key into the designated fields. The app will immediately test the connection by sending a small read-only request. If successful, you will see a green “Connected” status. If the test fails, double-check that your exchange account has no IP whitelist restrictions blocking the app’s servers.
Never share your secret key via email or screenshot. Use a dedicated API key for each application. If you suspect a breach, revoke the key from your exchange dashboard immediately. The Invest IQ App encrypts all stored credentials using AES-256, so your data remains protected even if your device is compromised. For more details on account security, visit investiqapp.org/.
Once the API connection is live, configure how often Invest IQ App pulls data. Go to “Sync Settings” and choose a frequency: real-time (every 30 seconds), hourly, or daily. Real-time sync is ideal for active traders; daily sync works for long-term investors. The app will automatically map your exchange balances to the corresponding assets in your portfolio. If a token is not recognized, you can manually link it using the asset’s contract address or ticker symbol.
Verify the imported data by comparing the total portfolio value shown in Invest IQ App with your exchange dashboard. Discrepancies usually occur due to staked coins or pending orders. The app handles pending orders by displaying them as “Open” with estimated values. For staked assets, you may need to enable a separate staking API endpoint if your exchange supports it. Most major exchanges now offer this option under advanced API settings.
If you use multiple exchanges, repeat the same process for each. The Invest IQ App aggregates all connections into a single dashboard, showing your net worth across platforms. You can rename each connection (e.g., “Binance Trading” vs “Kraken Savings”) for clarity. The app also detects duplicate assets and merges them automatically, preventing inflated totals.
The most frequent error is “Invalid API Permissions.” This occurs when the key lacks read access or has expired. Regenerate the key on your exchange and ensure “Read” is checked. Another common issue is “Rate Limit Exceeded.” Exchanges impose limits on API calls per minute. Invest IQ App respects these limits by queuing requests, but if you have multiple apps using the same key, reduce their polling frequency. If the connection drops intermittently, check your exchange’s status page for maintenance windows.
For persistent failures, revoke the old key and create a new one. Sometimes exchange databases cache old permissions. After generating a new key, wait 5 minutes before attempting the connection again. If you still encounter problems, contact Invest IQ App support via the in-app chat. They can review server logs to identify whether the issue is on the exchange side or the app side. Most issues are resolved within 15 minutes.
Yes, you can link an unlimited number of exchanges. Each connection is managed separately under Account Settings.
The connection will show “Disconnected.” Generate a new key on your exchange and update the credentials in the app to restore syncing.
No. The key is encrypted and stored locally on your device. The app only sends encrypted read requests to the exchange.
No, as long as you use read-only permissions. The app cannot initiate trades or withdrawals.
Go to Exchange Connections, tap the exchange name, and select “Remove.” Then revoke the API key on the exchange side for full security.
Mark T.
Connected my Kraken account in under 3 minutes. The real-time sync is flawless and my portfolio updates instantly. Very intuitive setup.
Lisa R.
I was worried about security, but the read-only restriction and local encryption gave me peace of mind. The tutorial on investiqapp.org helped a lot.
David K.
Had a small issue with rate limits on Binance. Support responded within 10 minutes and guided me to adjust polling frequency. Works perfectly now.