Please follow the steps below to connect your Interactive Brokers account.
- Login to ‘Account Management‘ on the Interactive Brokers web portal
- Open menu in top left, go to Settings > Account Settings
- On right side, towards the bottom of the page under ‘Reporting‘, click the settings wheel next to ‘Third-party Services‘
- Click the check box next to ‘Mint‘ and then click save to enable access; please write down the Token and Query ID that have now appeared. You will need these for the next step
- Click continue below to proceed with the account sync