My Portfolio
How do I connect my Interactive Brokers account?

Follow the steps below to connect your Interactive Brokers account:

  • Log in to your Interactive Brokers account and select Account Management.
  • Open the menu in the top left corner, and go to Settings > Account Settings.
  • On the bottom right side of the page, look under the Reporting menu. Select the Settings wheel next to Third-party Services.
  • Select the box next to Mint. Select Save to enable access; write down the token and query ID. You’ll need them for the next step.
  • Click Continue to proceed with the account sync.
  • Enter your Interactive Broker username and password and follow the instructions on the Plaid prompt.

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