Link an External IBKR Account
Instructions
We offer the ability for users to link IBKR accounts as external accounts. To do so, please follow the steps outlined below.
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Click Menu in the top left corner > PortfolioAnalyst.
Alternatively, click the Performance & Reports tab > PortfolioAnalyst.
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If you manage one or more client accounts, use the account selector to select the account(s) you want to view.
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Click the Configuration tab and select the + icon to the right of External Accounts.
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Search and select Interactive Brokers from the list of financial institutions.
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Retrieve and enter the Token and Query ID.
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Click Continue to link the account.
Retrieve Token and Query ID
When linking an IBKR account as an external account in PA, you must use the Third-Party Service "CashEdge".
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To retrieve the Token and Query ID, login to the account you are attempting. This will be located under Performance and Reports > Third Party Reports.
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If you do not see CashEdge populating under Third Party Reports, you may add this by selecting the configure wheel icon in the top right corner of Third-Party Services and click the check box to the left of CashEdge.
Additional Resources
Learn About PortfolioAnalyst External Accounts at IBKR Campus