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

  1. Open the WealthBee app and go to Settings → Linked Accounts.
  2. Select Connect Broker and choose Interactive Brokers.
  3. Sign in to your broker account in the secure window.
  4. Approve read‑only access to account data.
  5. 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/.