On mobile
Select the + button at the bottom right of the screen
Select "Investment Acct."
Search for "Interactive Brokers"
Select "Synchronize".
Once redirected to Interactive Brokers enter your credentials
You're all set! In a few minutes your account will be synchronized.
On desktop
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 easily.
On desktop by clicking on this button:
On the mobile app by clicking the 3 dots at the top right of the account, and then clicking Delete:
Unknown error on Interactive Brokers
If you enabled two-factor authentication (2FA) using an OTP code on Interactive Brokers, you may face the error below.
In such cases, it is recommended to activate IB Key, another 2FA method provided by Interactive Brokers. To activate IB Key, you will need to use the Interactive Brokers iOS or Android app. Once IB Key is activated, try connecting your account to Finary again. You should receive a notification from the Interactive Brokers app asking you to approve the integration, which will allow the connection to be completed successfully.