To integrate your Interactive Brokers account with Plaid, follow these steps:
Access your Interactive Brokers account to initiate the process.
On the Interactive Brokers website:
Navigate to Performance & Reports (located on the top bar or under the More section in the mobile version).
Select Third-Party Reports.
Click the settings icon in the Third-Party Services section.
In the Interactive Brokers mobile app:
Tap on Statements (available on the home screen in the middle section) and close the Activity window.
Scroll through the tab panel to the right and select Third-Party Services.
On the Configure Third-Party Services page, enable the Plaid service.
Take note of the Token (24 digits) and Query ID (6-7 digits) displayed on the connection page for your account.
For more detailed guidance on enabling third-party services for your Interactive Brokers account, refer to the Interactive Brokers User Guide (Third-Party Services section).