If you're encountering the "Failed to connect" error while trying to connect your broker's account, there are a few common reasons for this issue and probable solutions for it.
Reasons for the Error:
- Downtime on the broker's end
- Request timeout
How to Resolve the issue:
Uninstall the Broker Integration:
- Navigate to My Profile > My Apps.
- Select the broker account causing the issue.
- Click on Uninstall to remove the integration.
Reconnect the Broker:
- Navigate to Capital Gains / Business & Profession
- Select the broker account and Connect.
Allow Time for Sync:
- Once logged in, allow 5-10 minutes for the system to sync your data with the broker. You can also press Ctrl + Shift + R to execute a hard refresh of the page
Once the broker's account is connected, all the trade details will be retrieved on Quicko.
Still, facing issues? You can raise a ticket and share the Tax P&L report from the respective broker.