My Portfolio
How do I connect my Interactive Brokers account?

Please follow the steps below to connect your Interactive Brokers account.

  1. Login to the Interactive Brokers web portal and click ‘Account Management‘
  2. Open the menu in top left corner, go to Settings > Account Settings
  3. On right side, towards the bottom of the page under ‘Reporting‘, click the settings wheel next to ‘Third-party Services‘
  4. 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.
  5. Click continue below to proceed with the account sync
  6. Enter your Interactive Broker’s Username and Password, then follow the instructions on the Plaid prompt.

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