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Connecting your IB account is super easy thanks to our direct integration

Our direct integration with IB is only available from Finary's website at the moment, it will soon be available from the mobile apps as well.

Follow these steps:
Click on the "+" sign in the top right of your dashboard. Click on "Investment accounts".
Search for "Interactive Brokers" and then click on "Synchronize". You will be redirected to IB's website so that you can login.
Your account will be available on Finary in the next few minutes!

If you still have an account connected to Finary with the legacy integration through Plaid, you can delete it by clicking on this button:

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