Connect Exchange Account
Exchange account setup lives inside Dashboard -> Profile -> API . This is where you add and manage the exchange accounts used by your bots.
What this is
This article explains how to add a Bybit or Binance account, choose the correct environment, validate the connection, and make it available in the bot editor.
When to use it
Use this article if:
- you need an account for bot creation
- the bot editor shows no available exchange accounts
- you want to connect Bybit or Binance for the first time
Before you start
Prepare these items before opening the API tab:
- exchange API key
- exchange API secret
- the correct environment for that key
- a clear label for the account
- only the permissions needed for balance checks and trading
Important behavior:
- the main user flow is Profile -> API
- the bot editor only offers validated accounts
- SteadyEdge supports Bybit and Binance
- Binance accounts can be created as spot or futures
- account-level restrictions are supported
Step by step
Step 1: Open the API tab
Go to Dashboard -> Profile -> API and click Add .
This opens the exchange-account modal where you define the connection.
Step 2: Choose exchange, environment, and product
Select the exchange first:
- Bybit
- Binance
Then choose the environment:
- Main
- Demo
- Testnet
If you selected Binance, also choose the product:
- Spot
- Futures
The selected environment must match the API key you created on the exchange. This is one of the most common validation failures.
Step 3: Add account metadata and restrictions
Fill the remaining fields:
- account label
- API key
- API secret
- optional maximum concurrent bots
- optional long-direction block
- optional short-direction block
These restrictions control how the account can be used later by bots.
Step 4: Save and validate the connection
Save the account. SteadyEdge validates it immediately after save, and you can still use the test action in the accounts table later if you need to re-check it.
The table shows:
- exchange, environment, and product
- masked key details
- validation state
- validation error text when a check fails
- last validation timestamps
Behind that check, SteadyEdge verifies more than key format. For example, it rejects read-only keys and checks product-specific trading permissions.
SteadyEdge does not require withdrawal, transfer, sub-account management, or admin permissions. Leave those disabled.
Step 5: Confirm that the account appears in the bot editor
Open the bot builder and check the Exchange Account dropdown in the Basic step. If the account validated successfully, it should now be selectable there.
What you should see
After a successful setup, you should see:
- the account listed in the API table
- the correct exchange and environment labels
- a masked key preview
- a healthy validation status
- the account available in the bot editor
Common mistakes
- selecting the wrong environment for the key
- using a Binance spot key while expecting futures behavior
- forgetting exchange-side trade permissions or IP allowlist settings
- enabling extra exchange permissions such as withdrawals or transfers that the platform does not use
- creating labels that are too similar to distinguish later
- assuming a newly added but unvalidated account will appear in the bot editor
Related articles
- Account, Exchanges, And Billing Overview
- Bybit Environments And Common Errors
- Binance Environments And Common Errors
- Templates And Basic Settings