How to Connect your Exchange

sagemaster cryptocurrency exchange connection guide overview sagemaster supports integration with many major cryptocurrency exchanges through api keys this connection allows the platform to execute trades on your behalf while keeping your funds secure in your exchange account general requirements before connecting any exchange to sagemaster, ensure you have an active sagemaster account a verified account on your chosen exchange proper permissions to create api keys on your exchange supported exchanges sagemaster currently supports the following exchanges binance bybit kucoin okx bitget bitfinex bitmart gate io hitbtc huobi kraken connection instructions by exchange binance link how to connect binance exchange in sagemaster https //www youtube com/watch?v=d24f2r3ofaa create api key on binance log in to your binance account and go to "api management" in your account settings click on the yellow tick bar (see image) a pop up screen opens binance offers the ability to turn off the "default security controls for unrestricted api keys", which is precisely what we will do to do this, simply scroll down the right hand side of the pop up window and mark the text as read you can then check the yellow box and select "confirm" then there will be a new pop up with a “risk warning”, so that you are really aware that you are deviating from the default settings choose “ confirm ” click "create api" complete security verification if prompted set a label for your api key (e g , "sagemaster trading") configure api restrictions enable "read" and "spot & margin trading" permissions disable "enable withdrawals" optional set ip restriction to sagemaster's ip addresses (recommended) copy your api key and secret key click save, then enter your 2fa verification and confirm the email code connect to sagemaster in sagemaster, go to "my exchanges" in the top menu select "connect exchange" tab, choose binance paste the api key and secret key into the fields provided click "save" to complete the connection note for binance users ensure you're using the correct binance domain (binance com, binance us, etc ) based on your region more info https //sagemaster notion site/how to connect binance exchange 4adf2b6987714960a8089075c105d85c bybit link how to connect bybit exchange to sagemaster https //www youtube com/watch?v=ma7rabkzoas important bybit has updated to unified trading account (uta) if you have an older account, you'll need to upgrade to uta first check your bybit account type if you have a unified trading account no upgrade needed if you see the "spot" and "upgrade" button you should upgrade to uta create api key on bybit log in to your bybit account, go to your profile icon in the top right corner, and select "api" click "create new key" and select "api transaction" as api key usage enter a name/label for your api key (e g , "sagemaster") select "read write" permissions select "no ip restriction" (unless you want to specify ips) enable "orders" and "positions" permissions in the contract block and "trade" in the spot block click "submit" and complete 2fa verification connect to sagemaster in sagemaster, go to "my exchanges" in the top menu select "connect exchange" tab, choose bybit paste the api key and secret key into the fields provided click "save" to complete the connection kucoin link how to connect kucoin exchange to sagemaster https //www youtube com/watch?v=ztkejqhcz44 important note kucoin has upgraded api keys from v2 to v3 support for v2 will end on july 1st, 2024 create api key on kucoin log in to your kucoin account and click on "manage account" then go to "api management" click "create api" enter a label for the api key (e g , "sagemaster") enter an api passphrase and save it securely (you'll need this later) enable "trade" permission select "no" on "ip restrictions" click "next" and complete 2fa verification your api key and secret will be displayed copy both securely connect to sagemaster in sagemaster, go to "my exchanges" in the top menu select "connect exchange" tab, choose kucoin enter your api key, secret key, and passphrase click "save" to complete the connection okx link how to connect okex exchange to sagemaster https //www youtube com/watch?v=xjwz9c vk2i create api key on okx sign in to your okx account and click on your profile in the top right corner select "derivatives & margin trading" go to settings and select "account mode" (choose single currency/multi currency/portfolio margin) go to manage account and click on "api" click "create v5 api key" give permissions to "api trading" enter a label (e g , "sagemaster") enter a passphrase and save it securely give permission to "trade" and click "confirm" complete 2fa verification copy your api key and secret connect to sagemaster in sagemaster, go to "my exchanges" in the top menu select "connect exchange" tab, choose okx enter the api key, secret key, and passphrase click "save" to complete the connection bitget create api key on bitget log in to your bitget account and navigate to the "api keys" page click "create api key" and select "system generated api key" enter a note/name, passphrase, and select read write permissions select "futures orders" and "spot trading" and click "next" complete 2fa verification your api key and secret will be displayed copy both securely connect to sagemaster in sagemaster, go to "my exchanges" in the top menu select "connect exchange" tab, choose bitget enter your api key and secret key click "save" to complete the connection bitfinex link how to connect bitfinex exchange to sagemaster https //www youtube com/watch?v=deqexolhtpw create api key on bitfinex log in to your bitfinex account and go to "manage account" navigate to "api keys" and click "create new key" set permissions as shown enable "get account fee information", "get historical balances entries and trade information", "get orders and statuses", "create and cancel orders", "get wallet balances and addresses" turn the rest "off" enter a label (e g , "sagemaster") and click "generate api key" complete 2fa verification and confirm via email copy your api key and api secret connect to sagemaster in sagemaster, go to "my exchanges" in the top menu select "connect exchange" tab, choose bitfinex enter your api key and secret key click "save" to complete the connection bitmart link how to connect bitmart exchange to sagemaster https //www youtube com/watch?v=6zaipsuo7 i create api key on bitmart log in to your bitmart account and go to "api management" enter a memo (e g , "sagemaster") and enable spot trade click "add" to create the api key copy your api key and secret connect to sagemaster in sagemaster, go to "my exchanges" in the top menu select "connect exchange" tab, choose bitmart enter your api key and secret key click "save" to complete the connection gate io link how to connect gate io exchange to sagemaster https //www youtube com/watch?v=4j6akf4hqsy create api key on gate io log in to your gate io account and go to "api management" click "create new api key" accept the risk reminder by ticking the checkboxes and clicking "i accept" complete 2fa verification your api key and secret will be displayed copy both securely connect to sagemaster in sagemaster, go to "my exchanges" in the top menu select "connect exchange" tab, choose gate io enter your api key and secret key click "save" to complete the connection hitbtc link how to connect hitbtc exchange to sagemaster https //www youtube com/watch?v=qyjvy9yxoyo create api key on hitbtc log in to your hitbtc account and click the settings icon, then select "api keys" click "new api key" edit the api key enter a name and enable permissions copy your api key and secret connect to sagemaster in sagemaster, go to "my exchanges" in the top menu select "connect exchange" tab, choose hitbtc enter your api key and secret key click "save" to complete the connection huobi link how to connect huobi exchange to sagemaster https //www youtube com/watch?v=aftqiz9mnam create api key on huobi log in to your huobi account, hover over the profile icon, and select "api management" enter a label (e g , "sagemaster") enable "trade" permission and click "create" read and accept risk reminders click "i understand", complete 2fa verification, and confirm via email copy your api key and secret connect to sagemaster in sagemaster, go to "my exchanges" in the top menu select "connect exchange" tab, choose huobi enter your api key and secret key click "save" to complete the connection kraken link how to connect kraken exchange in sagemaster https //www youtube com/watch?v= kqu1rxfjfo create api key on kraken log in to your kraken account, click username at the top right, click "security" and select "api" enter a label (e g , "sgm key") set nonce window to 2000000 select appropriate permissions click "save", then complete 2fa verification copy your api key and secret connect to sagemaster in sagemaster, go to "my exchanges" in the top menu select "connect exchange" tab, choose kraken enter your api key and secret key click "save" to complete the connection api key security best practices to keep your exchange connection secure create dedicated api keys specifically for sagemaster never enable withdrawal permissions (sagemaster doesn't require this) enable ip restrictions when possible by limiting api access to sagemaster's ip addresses regularly audit your api keys on your exchange rotate your api keys periodically (every 3 6 months) monitor your account for any unauthorized activity troubleshooting common issues if you encounter connection issues api key permissions verify your api key has the correct permissions account verification ensure your exchange account has completed all necessary verification levels ip restrictions check that any ip restrictions include sagemaster's ip addresses api limits ensure the api key has not reached its request limit regional restrictions for region specific exchanges, verify you're using the correct domain for specific error messages, check sagemaster's error resolutions guide or contact support for assistance