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'.

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