Step 1: Confirm access, eligibility and documentation
Before writing any code, establish whether a broker actually offers API access for your account type and region, and on what terms. Some brokers restrict APIs to certain account tiers, require a separate application, or limit which markets and order types are available through the API compared with their standard platform. Read the developer documentation from start to finish and note anything that is unclear, then confirm those points with the broker's support team in writing. Also check how authentication works, whether API keys can be scoped to read-only or trading permissions, and what the broker says about rate limits and downtime.
- Verify in the broker's own documents that API access exists for your account type and country.
- Check which markets, instruments and order types the API supports versus the standard platform.
- Review authentication methods, key permissions and any separate API agreements or fees.
- Note stated rate limits, maintenance windows and how the broker communicates outages.

