Please follow the steps below to connect your Interactive Brokers account.
- Login to the Interactive Brokers web portal and click ‘Account Management‘
- Open the menu in top left corner, go to Settings > Account Settings
- On right side, towards the bottom of the page under ‘Reporting‘, click the settings wheel next to ‘Third-party Services‘
- Click the check box next to ‘Mint‘ and then click save to enable access; please write down the Token and Query ID that have now appeared. You will need these for the next step.
- Click continue below to proceed with the account sync
- Enter your Interactive Broker’s Username and Password, then follow the instructions on the Plaid prompt.