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How do I connect my Interactive Brokers account?
How do I connect my Interactive Brokers account?
Updated over 2 months ago

There are a few additional steps required to link your Interactive Brokers account:

  • Log in to your Interactive Brokers account

  • Click on the Performance & Reports tab, and then Third-party Reports

  • Click the gear icon on the top right in the Third-Party Services box.

  • Select the checkbox next to Plaid and then click Save

  • Write down the Token and Query ID. You’ll need them for the next step.

  • Open Zoya, proceed to the brokerage linking screen, and select Interactive Brokers - US

  • Enter your username and password and follow the instructions on the Plaid prompt.

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