Connect Interactive Brokers to AllInvestView
Automatically sync your Interactive Brokers portfolio with AllInvestView. Set up in under 2 minutes with secure, read-only access.
Bank-Level Security, Read-Only Access
The connection uses SnapTrade's bank-level encryption and read-only access. AllInvestView cannot place trades or withdraw funds from your IBKR account.
How to Connect Interactive Brokers
- Go to Settings > Broker Sync in AllInvestView
- Click "Connect a Broker" and select Interactive Brokers
- You'll be redirected to Interactive Brokers' secure login page
- Enter your IBKR credentials (AllInvestView never sees your password)
- Authorize the connection — this uses read-only access
- Your holdings and recent transactions will sync within minutes
Automatic daily sync, plus manual refresh anytime
What Syncs Automatically
- Current holdings with quantities and cost basis
- Recent buy/sell transactions
- Dividend payments
- Currency positions
- Account balances
Connect Interactive Brokers Now — Free
Start auto-syncing your Interactive Brokers portfolio with professional analytics, tax reports, and dividend tracking.
Connect Interactive Brokers FreeFrequently Asked Questions
Is the connection secure?
Yes. The connection uses SnapTrade's bank-level 256-bit encryption. AllInvestView only has read-only access — we can never place trades or move money.
What if I have multiple IBKR accounts?
Each IBKR account syncs to a separate portfolio in AllInvestView. You can connect multiple accounts.
Can I disconnect at any time?
Yes, go to Settings > Broker Sync and click Disconnect. Your synced trades remain in AllInvestView but will no longer update automatically.