Troubleshooting

First checks

• Confirm route and workflow.
• Refresh and retry once.
• Capture safe error text.
• Check browser/device for UI issues.
• Review CSV header and timezone if data import failed.
• Confirm broker session state if historical-data setup failed.

Escalate with context

Send account email, route, safe error text, expected result, actual result, and redacted screenshot.

Support boundary

Support can explain product workflows. It cannot decide trading actions or operate broker accounts.