Before connecting, you must add SnapTrade (our integration partner) to your Third-Party Services in your Interactive Brokers account. To do so:
1. Log in to your IBKR account and then from the Navigation Menu, select Performance & Reports, then Third-Party Reports.
2. On the Third-Party Reports screen, select the ⚙️ Gear icon on the right side to enable the SnapTrade service.
Select "SnapTrade" from the list and click "Save".
4. After clicking save, you will see "SnapTrade" appearing under Third-Party Services on your account.
5. Use the "Token" and "Query ID" values for login on Snaptrade.
Known limitations:
If you’re enabling the service for the first time, it may take up to 24 hours for the account data to appear.