Getting started

Connecting your broker account to ConnectBridge, safely

ConnectBridge works on the broker account you already have: nothing to open or move. Connecting it takes a few details from your broker and one IP whitelist.

What you need

Each broker asks for slightly different details: usually an API key and secret from the broker's developer or API page, and for some brokers your client ID, a PIN and a TOTP secret. Each broker's page lists exactly what it asks for.

A TOTP secret is the setup key from your authenticator (letters and digits, often shown as "Can't scan the QR code?"), not the 6-digit code that changes every 30 seconds.

Where you enter it

Only inside your own signed-in ConnectBridge account. We never ask for broker details, OTPs, passwords, TPIN or UPI PIN over a call, WhatsApp or email. Anyone who does is not us.

How it is kept

Your API secret, PIN or password, TOTP secret and session token are stored encrypted, and used only to send your orders to your broker. You can disconnect at any time.

Then

  1. Whitelist your ConnectBridge server's static IP with your broker, where it asks for one.
  2. Set your Trading Risk Profile: every protection is off until you switch it on.
  3. Start today's session when you are ready.
This guide explains how the technology works. It is not investment advice: ConnectBridge does not tell you what to trade or which settings to use, and promises no returns. Every example is a hypothetical illustration, not a record of real trades. Investment in securities market is subject to market risks.
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Your rules, your account

Ready when you are

Connect the broker account you already have, set your Trading Risk Profile once, and start your session when you are ready.

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Talk to us

Questions before you start?

Plans, connecting your broker, the Trading Risk Profile, Strategy Baskets: ask us anything about how the platform works. A person from our team reads every message.

We answer questions about the technology. We cannot tell you what to buy or sell, or suggest any trade.

Important disclosures

  • ConnectBridge is a technology platform operated by OptumFlex Solutions Pvt. Ltd. It is not a stock broker, sub-broker, investment adviser, research analyst or portfolio manager, and holds no SEBI registration as any of these.
  • ConnectBridge gives no investment advice, tips or recommendations, and makes no promise or guarantee of returns, profits, protection from loss, order execution, price or availability.
  • Where you follow a Research Analyst, their recommendations come under their own SEBI registration, and you decide whether to follow them.
  • Every chart, number and scenario on this website is a hypothetical illustration of how the rules work. It is not a record of real trades, not a prediction and not an indication of future results.
  • Stoploss, targets and other exits are sent as orders to your broker. In fast or gapping markets, during halts, or if software, networks, brokers or exchanges fail, they may fill at a worse price, late, or not at all. Losses can exceed the limits you set.
  • Orders placed through a broker API follow your broker's and the exchange's rules, including SEBI's framework for retail participation in algorithmic trading.
  • Investment in securities market is subject to market risks. Read all related documents carefully before investing.

Stay safe from fraud

  • We will never call, WhatsApp or email you asking for your OTP, password, TPIN or UPI PIN. You enter broker details only inside your own signed-in account.
  • We never ask you to pay into a personal bank account or UPI ID. Plans are paid only through this website's checkout.
  • We never offer guaranteed returns, profit sharing, tips or "sure-shot" calls. Anyone who does is not us.
  • Our websites are connectbridge.live and optumflex.live. Our support: support@connectbridge.live · +91 93556 69958.
  • Targeted by a fraud? Call the National Cyber Crime Helpline 1930 or report at cybercrime.gov.in. Securities market complaints: SEBI SCORES.

Investor protection & compliance

Advisory services on this portal are provided by your SEBI-registered Research Analyst under their own SEBI registration. Registration details, disclosures, investor charter and complaint data are available inside your portal and in your onboarding documents. Direct customers receive no advisory service: ConnectBridge only sends the orders they place, and applies the rules they set, on their own broker account.

Investment in securities market is subject to market risks. Read all related documents carefully before investing. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

SEBI SCORES (Complaints) SMART ODR Grievance / Support

Contact Us

ConnectBridge is owned and operated by OptumFlex Solutions Pvt. Ltd. (CIN: U74999UP2017PTC096767), a company registered in India.

  Email: support@connectbridge.live  ·  contact@connectbridge.live
  Phone: +91 93556 69958  (Monday–Saturday, business hours IST) — we respond to all queries within 24 business hours.

Service delivery: all plans on this portal are digital services — your subscription is activated immediately and automatically upon successful payment confirmation, with a confirmation shown on screen and recorded in My Transactions. Cancellations and refunds are governed by our Cancellation & Refunds Policy.

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