Connections and Grants

A connection stores the end user's broker credentials or OAuth tokens. A grant is your company's permission to access one or more integration accounts from that connection.

Connections

• One user may have multiple connections per broker.
• Connections are internal integration records.
• Your app works with grants and account ids instead.
• Reauth events fire when credentials become unusable; clients optionally can enable emails if this occurs.

Account grants

Grants encode:

• Read access to balances, positions, orders, and transactions
• Optional trading permission when the broker and your plan support it
• The environment (sandbox or live)

Use Connecting Brokers for the Connect UX and Account Grants for API details.

Webhooks

Grant and sync lifecycle events are delivered over webhooks. See Webhooks for subscription setup and signature verification.