New integration

What brokerages see when they are asked to grant access.

Where we send this integration's expiry warnings and revocation notices.

Comma-separated, https only. Where a brokerage is sent back once it grants your integration access. Getting a grant

Integration

Credentials

Client id
What is a client id?
Created
Updated

Details

Comma-separated, https only. Getting a grant

Refresh token

Scopes
Issued
Expires
How long tokens last

Brokerages who have granted access

Send this link to a brokerage to ask them to grant access. Getting a grant

Backup developers

A backup developer can do everything you can with this integration, except delete it or change who else is a backup developer. About backup developers

They must already have signed in to the developer portal once.

Delete this integration

This cannot be undone, and is refused while the integration still has a live refresh token or grant.

Your new refresh token

Put this in SUREDOCS_REFRESH_TOKEN on your server; your code, or the code your AI coding assistant writes, should read it from there. Never paste it into a chat.

Storing a refresh token safely