Link an External Account Held Here

Instructions

We offer the ability for users to link accounts held here as external accounts. To do so, follow the steps below.

  1. Click the Performance & Reports tab > PortfolioAnalyst.

    Alternatively, click Menu in the top left corner > PortfolioAnalyst.

  2. If you manage one or more client accounts, use the account selector to select the account(s) you want to view.

  3. Click the Configuration tab and select the + icon to the right of External Accounts.

  4. Search for and select Interactive Brokers from the list of financial institutions.

  5. Retrieve and enter the Token and Query ID.

  6. Click Continue to link the account.

Retrieve Token and Query ID

When linking an IBKR account as an external account in PortfolioAnalyst, you must use the Third-Party Service "CashEdge".

  1. To retrieve the Token and Query ID, log into the account you are attempting. This will be located under Performance and Reports > Third Party Reports.

  2. If you do not see CashEdge under Third Party Reports, you may add it by selecting the configure wheel icon in the top right corner of Third-Party Services and clicking the check box to the left of CashEdge.

 

Additional Resources