Documentation

Everything you need to know about using and integrating with WealthSync

Quick Start Guide

1. Create an Account

Sign up using your email or social accounts. Verify your email address to activate your account.

2. Connect Your Platforms

Navigate to the Integrations page and connect your preferred trading platforms using secure API keys.

3. Configure Your Dashboard

Customize your dashboard layout and widgets to match your investment tracking needs.

Security Best Practices

API Key Security

Always use read-only API keys. Never share your API keys or store them in unsecured locations.

Two-Factor Authentication

Enable 2FA on your account for an additional layer of security.

This adds an extra layer of protection to your account.