Interactive Brokers Token and Query ID
To sync your Interactive Brokers account to your TradeSmith account, you must first visit the Interactive Brokers site, and create a “Token” and “Query ID.”
- Go to the Interactive Brokers account website - https://www.interactivebrokers.com/sso/Login
- Under "Manage Your Account" click "Account Settings"
- Under "Reporting" in the lower right-hand area, select the gear icon associated with "Third-party Services".
- Select "Yodlee" here to get the "Token" and "Query ID."
Please see this link for further details.
Then, in Tradesmith, to link your broker account - you can take these steps:
- Go to your "My Portfolios" page and click the green "Add Portfolio" button.
- Click on "Link to Brokerage" and then on "Get Started" in the Yodlee Fastlink app.
- Search for "Interactive Brokers" in the "search for broker" field.
- Enter your Token and Query ID in the fields provided and click "Submit."
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