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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.”

  1. Go to the Interactive Brokers account website - https://www.interactivebrokers.com/sso/Login
  2. Under "Manage Your Account" click "Account Settings"
  3. Under "Reporting" in the lower right-hand area, select the gear icon associated with "Third-party Services".
  4. 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:

  1. Go to your "My Portfolios" page and click the green "Add Portfolio" button.
  2. Click on "Link to Brokerage" and then on "Get Started" in the Yodlee Fastlink app.
  3. Search for "Interactive Brokers" in the "search for broker" field.
  4. Enter your Token and Query ID in the fields provided and click "Submit."


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