How do I connect to Interactive Brokers account in Kubera via Plaid?

To connect your Interactive Brokers account via Plaid, you'll first need to activate third-party services in your Interactive Brokers app. 

To do this, follow the below steps:

  • In Interactive Brokers, click  Settings > Account Settings > Reporting >Third-Party Services and click the configure (gear) icon.

  • Activate any of the listed services there. They're all the same. E.g. TurboTax

  • Once enabled, you will get a unique token and a query ID. Using these you can log in to Interactive Brokers via Plaid on Kubera.

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