Connect Upstox to KAVIX India: permissions, expiry and reconnect
A practical guide to official Upstox authorization, verifying your account, reading your portfolio and handling an expired connection.
Start with the account you control
Sign in to KAVIX India with an email code, then open Broker Connection in your workspace. Review the current terms, risk disclosure and broker-read permission. Use the Connect action to begin official Upstox authorization. For this Upstox login KAVIX does not need your Upstox password, PIN or OTP; you enter those only on Upstox’s own page.
Authorization and verification are separate steps
Returning from a broker login page is not enough to prove that the integration can read an account. KAVIX must verify the resulting connection and successfully request account information. Check the broker name, connection status and account information shown in your workspace. An interrupted callback, denied permission or failed account request should leave a visible recovery state.
Read each account section on its own terms
Profile, funds, holdings, positions, orders and trades are different account reads. A holdings response can legitimately contain no holdings; that is different from an unavailable response. A successful profile read also does not establish that every other endpoint is working. If a section fails, keep its error visible and retry that read instead of inferring a zero balance.
Handle expiry without sharing credentials
Broker authorization can expire or be revoked. When KAVIX reports reconnect required, start a new official authorization flow and verify the returned account. Do not paste a broker token into a support ticket or send an OTP by email. If you no longer want access connected, use the available revoke or disconnect action and check the resulting state.
Check market access separately
A connected broker account is not proof of a fresh market price. Check the instrument and actual market timestamp before running a price-dependent workflow. Closed markets, absent subscriptions or feed interruptions can leave a last observation unsuitable for a new paper action. Refresh the price when possible; otherwise keep the action unavailable.
The KAVIX release boundary
Upstox is the first KAVIX India integration. Its reads require successful authorization and eligible data access. A successful connection does not enable real orders by itself, and selecting a higher subscription tier does not change that boundary: real orders are unlocked per account only after a separate real-money consent and desk activation with rupee caps.
Sources and further reading
Upstox authentication documentation ↗