Help article

    Setting up Interactive Brokers automatic import

    Connect Interactive Brokers so Portfellow can keep your portfolio data up to date.

    What to do

    Use this page as a quick orientation. For detailed screenshots and the latest operational steps, open the Portfellow Help Center.

    Create the required IBKR activity statement
    Enable the needed access settings
    Connect the account in Portfellow
    Wait for the first sync to complete