Connection help
Connect Interactive Brokers to Silvia
Enable third-party access, get your IBKR credentials, and connect your Interactive Brokers account to Silvia.
Enable Third-Party Services
Start in Interactive Brokers Client Portal and allow Plaid to access your account data.
- Log in to Interactive Brokers Client Portal.
- Open Performance & Reports. If you use the portal menu, choose Menu, then Reporting instead.
- Navigate to Third-Party Reports, then Third-Party Services.
- Select the Configure gear icon.
- Enable Plaid in the third-party services table.
- Select Save.
Get Your Credentials
Once you enable third-party services, IBKR will provide a Query ID and Token. You will use these credentials to sign in to IBKR when connecting through Silvia.
Connect Your Account in Silvia
Return to Silvia and continue connecting your Interactive Brokers account. When prompted, enter your Query ID and Token to complete the connection.