Hi,
We have a personal finance application that enables users to view their net worth by combining all their assets. As part of one of the features, we allow users to view all their investments in one place. For this, we are integrating portfolio import capabilities from various brokers, and we’ve successfully implemented this for Upstox.
We would now like to understand the steps required to enable multi-user access for this integration. Could you please guide us on the process, documentation, or any approvals needed?
Looking forward to your support.
Thank you!