How do I import my Interactive Brokers portfolio?

In order to connect your Interactive Brokers portfolio, you will first need to activate third-party services in your Interactive Brokers account.

In Interactive Brokers, follow steps below:

Click Settings > Account Settings > Reporting > Third-Party Services.
Next, click the gear icon.
Activate any of the services to receive a token and query ID.

In PortfolioPilot

Visit the Net Worth page.
Click ‘Add Account’.
Select Interactive Brokers.
Login to your account.
Enter the token and query ID you received to import your portfolio.

If you have any questions, please reach out to us at [email protected].

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1: As of July 14, 2024

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1. As of July 14, 2024
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2. As of July 14, 2024
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