Add a New External Account

Instructions
Link External Accounts

  1. From the home screen, click the Link External Accounts.

    The PortfolioAnalyst Non-IBKR Add Account screen

  2. Select Link External Accounts from the menu.

    Image of the PortfolioAnalyst non-IBKR add external account panel.

  3. If you selected one of the available financial institutions, the next window will prompt you to link your account by entering the login credentials of the financial institution.

    The non IBKR client portfolioanalyst add external account screen.

  4. Complete any of the information requested and click Next.

Link Offline Accounts

  1. From the home screen, click the Add Offline Account.

    The PortfolioAnalyst Non-IBKR Add Account screen

  2. Enter the information for that financial institution by uploading the data via CSV or entering the transaction information manually. Then click Continue

    The Non IBKR Client PortfolioAnalyst Add Offline Account screen

  3. Once successfully added, accounts appear on the External Accounts page.

    Note: The earliest possible date for data is January 2, 2009.

    You can see your external account data on the PortfolioAnalyst Home tab. External account data is added in real-time.

Note: You can see your external account data on the PortfolioAnalyst Summary screen. After adding an external account, it takes one business day to update in PortfolioAnalyst.

 

Additional Resources