INTRO

Interactive Brokers (IBKR) offers direct connectivity to IBviz (via Utluna). 

1. Generate your IBKR token credentials (takes ~1 minute)

2. Input your token credentials in IBviz (takes ~1 minute)

STEPS

 1. Generate your IBKR tokens 

 1. A) Log into your IBKR portal, B) Select "Performance & Reports". C) Select "Third-Party Reports". D) In the "Third-Party Services" section, click the "Configure" icon at the top right.

2. A) Check the box next to "Utluna". B) Click "Save".

3. A) Copy your Utluna Token and Query ID.

 2. Paste your tokens in IBviz 

1. A) Log into your IBviz account, B) Select the portfolio to which you wish to link your IBKR account. C) Click on "Transactions" in the menu. D) Select the "Linked Accounts" tab. E) Click the "Link new account" button.

2. A) Input an "Account Name" of your choice. B) Select "Interactive Brokers" or "Interactive Brokers (Direct)" in the dropdown menu.

3. A) Paste your Query ID and Token in the corresponding fields. B) Click the "Link new account" button.

NOTES

• When an account is linked during US business hours, the initial synchronization is generally completed within two hours.

• When linked outside of US business hours, or if certain assets traded within the account are not yet incorporated into the IBviz database, expect 1 business day for the initial sync to be completed. 

• Your account will then be automatically synchronized on a daily basis.