1. Activate your IBKR tokens

STEP 1

A) Log into your IBKR portal

B) Select Performance & Reports

C) Select Third-Party Reports

D) In the Third-Party Services section, click the Configure icon at the top right

STEP 2

A) Check the box next to Utluna

B) Click Save

STEP 3

A) Copy your Token and Query ID

2. Input your tokens in IBviz

STEP 1

A) Go to IBviz → Transactions → Linked Accounts and click Link new account

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STEP 2

Optional: You may edit the account name for your own reference§

A) Paste your Query ID and Token in the corresponding fields

B) Click Link new account

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Notes

• When an account is linked during US business hours, the initial synchronization is generally completed within two hours.

• When linked outside of US business hours, or if certain assets traded within the account are not yet incorporated into the IBviz database, expect 1 business day for the initial sync to be completed.

• Your account will then be automatically synchronized on a daily basis.