AutoTrader Web

OTP login automation is applicable for those brokers who require SMS/Email based OTP during login. This is not applicable for TOTP.

Currently, this process is only applicable for following brokers:

• Upstox (PRO Platform)

There are two ways to do OTP automation.

1. Email OTP Automation (Mandatory)
2. SMS OTP Automation (Recommended)

Email OTP Automation

We use a feature called forwarding which is provided by email providers. Following process has been explained for GMAIL. If you use some other provider, please see Email Forwarding setting for your email provider.

Demo

Note: Detailed screenshots are provided below for better understanding.

Steps

1. Go to your Gmail Settings
   1. The settings icon is on Top right corner of your gmail
   2. Click See all settings
   3. (See screenshot 1 below)
2. Add forwarding address
   1. Go to tab Forwarding and POP/IMAP (see screenshot 2 below)
   2. Click Add a forwarding address
   3. Enter alerts@stocksdeveloper.in
   4. A new pop-up will come up, click Proceed
   5. You will get a message “a confirmation code has been sent to verify permission“. (See screenshot 3 below)
   6. Ask stocks developer team or your portfolio manager to contact us and allow the permission.
   7. Once we have approved it, you will see our email added to forwarding section. You need to refresh your page or go back to gmail settings to check.
3. Important: Make sure forwarding is disabled as (seen in screenshot 4 below). This is extremely important, otherwise all of your emails will be forwarded; which is not what we want. In next step, we shall create a filter to only forward OTP emails.
4. Create a filter
   1. Download the filter file
   2. Go to gmail settings & click on Filters and Blocked Addresses tab (see screenshot 5 below)
   3. Click Import Filters
   4. Click Choose File (select the file you downloaded in step 1)
   5. Click Open
   6. Once you click Open then the imported rules will be visible in your filters (see screenshot 6 below)
   7. Click Create Filters button to import the filter
5. That’s it, you are all set. Your login will be automatically done.

Screenshots

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SMS OTP Automation

This only works for Android phones. You need to install Android app provided below which shall help in OTP automation.

Note: Detailed screenshots are provided below for better understanding.

Steps

1. This process needs to be done on “phone no registered with the stock broker for the given trading account“.
2. Installation
   1. Download the Android app from here
   2. You will get an option called Open with
      1. Select Package installer
   3. Click INSTALL
   4. You will get a warning “Unsafe app blocked“
      1. Click More details
      2. Click Install anyway
   5. You will get a warning “Send app for a security check?”
      1. Click Don’t send
   6. Open the App
3. Permissions
   1. Once you open the app, click ALLOW SMS PERMISSION
   2. Click Allow
4. Add Trading Account
   1. Click CREATE
   2. Select Broker
   3. Enter Trading Account Login ID
   4. Enter Phone no. (linked to the above trading account)
   5. Click Save
5. Final Checks
   1. Users must make sure that the app is running everyday by checking Android notifications. User will see a notification called “PMS auto-login service”
      1. The app will monitor for OTP sms
      2. As soon as it finds a new OTP sms, it will be used for automated login on AutoTrader Web

Screenshots

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