Setting up the connection with your exchange

To fully utilize RebalanceNow.io and enable automated portfolio management, you'll need to connect your exchange account by setting up an API (Application Programming Interface) key. This allows RebalanceNow.io to securely access your exchange account and manage your assets according to the settings you configure.

Step-by-Step Guide to Setting Up the API:

• Navigate to the "Exchanges" Menu:

  • Log in to your RebalanceNow.io account.

  • On the dashboard, find and click left on the "Exchanges" menu item. This is where you’ll manage the connections between RebalanceNow.io and your exchange accounts.

• Choose Your Exchange:

  • In the "Exchanges" section, you’ll see a list of supported exchanges. Select the exchange where you hold your assets that you wish to manage through RebalanceNow.io.

  • If your exchange is not listed, please check for updates or consult our support team for further assistance.

• Follow the steps from the instructions carefully. Specifically, the part about IP whitelisting

If you've followed all the steps correctly, you'll see that your exchange account is successfully connected.

You're now ready to set up your portfolio and configure the rebalancing. This will be covered in the next section.

Security Note:

Your API keys are encrypted and stored securely on RebalanceNow.io. We prioritize your security and privacy, ensuring that your account and assets are protected at all times. Remember to never share your API keys with anyone.

By connecting your exchange account via API, you enable seamless integration with RebalanceNow.io, allowing for efficient and automated portfolio management.

Note: When creating a new API key. When setting it up, ensure you enable permissions for trading and reading account data but disable withdrawal permissions for added security.

Enjoy the ease of having your investments managed in one place!