How do I connect Interactive Brokers to Kubera?

To connect your Interactive Brokers (IBKR) account, 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 on Settings (old version) or Performance & Reports (new version) > Third-Party Reports > Third Party Services and click the Configure (gear) icon.
• Enable Yodlee under the third-party services table and hit Save.

• Once enabled, you will get a Query ID & Token. Use these credentials to log in to IBKR in Kubera.

Have multi currency cash balance?

Note: The IBKR integration (via Yodlee) has a known limitation: it only provides cash balances in the account's base currency to third-party applications. Despite multiple reports to Yodlee, no resolution has been offered. You have to track the other cash balances as manual asset entries.

Didn't connect?

It's a temporary glitch.

IBKR is a moody connection. Please give it a few hours and try again leaving a few hours between each attempt. It should work.