Connection issues are usually straightforward to diagnose and resolve. The most common causes are expired credentials, broker-side API restrictions, or temporary network disruptions.
If your connection shows an error status, the first step is to check the error message on the Connections page. Katalyst displays a human-readable description of the issue alongside a timestamp. Common messages include “Authentication failed” (your credentials may have changed), “Rate limit exceeded” (too many requests to the broker API), and “Connection timeout” (a temporary network issue).
For authentication errors, try updating your credentials on the connection settings page. If your broker recently required a password change or enabled two-factor authentication, you may need to generate a new API token. Some brokers also require you to whitelist Katalyst’s IP addresses — check your broker’s documentation for details.
If trades are syncing but some are missing, verify that the missing trades fall within the sync date range and that they were executed on the same account you connected. Multi-account setups at the same broker sometimes require separate connections for each sub-account.
When all else fails, try removing the connection and re-adding it from scratch. This clears any cached state and establishes a fresh session with the broker. Your previously synced trades will not be affected — they are stored independently of the connection. If the issue persists, contact our support team with the error message and your broker name, and we will investigate promptly.