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How to connect my Interactive Brokers account?
Connecting your IB account requires third-party services activation on your Interactive Brokers account beforehand Activating third-party services Go to your Interactive Brokers accounts and navigate to Settings -> Reporting ->Third-Party Services Click the "gear" icon and enable any of the listed services (ex: Mint). It doesn't matter which one you select, the result will be the same. If the option is available, enable "Quicken Direct Connect" Once activated, IB wi
How to connect my Charles Schwab account?
Due to limitations in our partners API, Charles Schwab can only be connect when 2FA is disabled. We can't circumvent this limitation for now.