Interactive Brokers (IBKR) Integration
Global market access with robust data and security.
Connect your Interactive Brokers account to automatically sync holdings, transactions, and performance. We request read-only access so you can analyze your portfolio with confidence.
Official site: https://www.interactivebrokers.com
Coverage
- Regions: Global
- Instruments: Stocks, ETFs, Options
- Account types: Individual, Joint, Retirement
What We Sync
- Holdings and balances
- Transactions and fills
- Positions and cost basis
- Daily performance
How to Connect
Prerequisites
- An active Interactive Brokers login
- Two‑factor authentication enabled (recommended)
Steps
- Open the WealthBee app and go to Settings → Linked Accounts.
- Select Connect Broker and choose Interactive Brokers.
- Sign in to your broker account in the secure window.
- Approve read‑only access to account data.
- Wait for sync to complete; your holdings will appear automatically.
Tips
- If you use IB Key or a security device, have it ready for approval.
- If you have multiple accounts, you can choose which to link during authorization.
Limitations
- Some intraday executions may appear after end‑of‑day reconciliation.
- Closed or legacy accounts may not be available to link.
Security
- We only request read‑only access to sync portfolio data.
- Credentials are never stored on our servers; the connection is broker‑authorized.
FAQ
- What permissions are granted?
- Read‑only access to balances, positions, holdings, and transaction history for analytics.
- How often is data refreshed?
- We refresh automatically throughout the day and after market close for final reconciliations.
For broker‑specific help, visit https://www.interactivebrokers.com/en/support/.