How to Connect IB / Interactive Brokers and Configure the Flex Report

In order to allow Wealthica to access your Interactive Brokers account data, you will need to create a Flex Query. You will need to provide both the Flex Query token and the Flex Query ID in Wealthica to link your account.

Login to Interactive Brokers Account Management
In the "Performance & Reports" section, click on "Flex Queries"
In the window pop-up, click on the + icon to create a new Flex Query
Name the Flex Query
Select the Account Information, Cash Report, Cash Transactions, Open Positions, and Tradessections. Make sure you properly select those 5 items from the sections list and that none is missing.
Select all Account Information
Select All except Summary
On the next screen click Continue and review to create the Flex Query report.
Under the Flex Query Reports list, open the Wealthica report you just created and copy the Flex Query ID. You will need the Query ID to finalize linking your account in Wealthica.
Enable Flex Web Service Configuration
Copy the Current Flex Token ID

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