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 (or SnapTrade, based on aggregator you are using) 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.

Still need help? Contact Us Contact Us