Connect Interactive Brokers via Plaid in Kubera
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.
To connect Interactive Brokers via Plaid, please click on the 3 dots next to the 'Connect Bank & Brokerages' option. It opens the 'Country Picker'. Select USA and search for 'Interactive Brokers'.