Interactive Brokers

Step 1: Email [email protected] to set up the Morningstar ByAllAccounts feed via a new FTP login.

Step 2: Once the setup is complete, Interactive Brokers will provide you with your FTP access credentials.

Step 3: Share the credentials with the Greenboardteam so we can aggregate your account feed.

Feed credential details:

• Username: Provided by Interactive Brokers

• Password: Provided by Interactive Brokers

For detailed instructions on how to link accounts once you have your feed credentials, please refer to the following training video: Linking Accounts and Credentials with Direct Feeds

Additional Feed Information

All Interactive Broker (IB) account types from any country (i.e. US, UK, Canada, HK, etc.) are eligible for Morningstar ByAllAccounts formatted FTP files.