Easy

Easy point and click

Fast

Setup in under 5 minutes

Secure

Secure data architecture

Interactive Brokers Bank

Interactive Brokers Bank Integration

One way sync
Banking
Plaid (OAuth)

Datasets

Balances

Identity

Income

InvestmentHoldings

InvestmentTransactions-All

InvestmentTransactions-Last30

InvestmentTransactions-Last365

InvestmentTransactions-Last60

InvestmentTransactions-Last90

Transactions-All

Transactions-Last30days

Transactions-Last365days

Transactions-Last60days

Transactions-Last90days

Auto export Interactive Brokers Bank data to OneDrive for Business

Every 10 Minutes, Hourly, Daily, Weekly


Full DatasetsData IntegrationFlat files

Interactive Brokers is headquartered in Greenwich, Connecticut and has over 1,850 employees in its offices in the USA, Switzerland, Canada, Hong Kong, UK, Australia, Hungary, Russia, Japan, India, China, Luxembourg, Singapore, Ireland and Estonia. IBKR is regulated by the SEC, FINRA, NYSE, FCA and other regulatory agencies around the world.

OneDrive for Business

Export and sync comprehensive Interactive Brokers Bank datasets to Excel Online XLSX or CSV files in OneDrive for Business folders on a recurring, automatic basis. Historical data is included. Connect to PowerBI via OneDrive or Excel Online.

OneDrive for Business

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