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 Settings > Account Settings > Reporting >Third-Party Services and click the configure (gear) icon.
- Enable Yodlee or Plaid (based on the connection method) under the third-party services.
- Once enabled, you will get a unique token and a query ID. Using these you can log in to IBKR in Kubera.