How to link up your Interactive Brokers account with Finance Logix financial portal

Action steps to link up Interactive Brokers brokerage account with your personal financial portal at Anthony Capital / Finance logix

Step #1

Log into your personal client portal via www.anthonycap.com and click on the Client Login

steps to synch a

Step #2          Log into your personal portal

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Step #3

Click on LINK ACCOUNTS from the main Profile page

steps to synch c

Step #5

Search for “Interactive Brokers” in the add account search field

steps to synch d

Step #6

Double-Click on the white space to the right of Interactive Brokers, not the link itself to open up the CashEdge data feed….it will take 8-10 seconds to initiate(doing otherwise will take you directly to the interactive brokers site, which you don’t want to do)

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Step #8

Input your Interactive Brokers Token and Query ID

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Which can be found by logging into your Interactive Brokers account at www.interactivebrokers.com  and clicking on LOG IN and Account Management   (Open up a new browser window)

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Step #9

Login with your Username and password and authenticate with your security card, ID token, or smart phone verification

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Step #10

Go to REPORTS—SETTINGS—Third Party Services

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Step #11

Click ACTIVATE under CashEdge Service Status

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Step #11

Copy and paste your service credentials, TOKEN and QUERY ID back to the Finance Logix Portal at step 8

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Step #12

Click Next and you are linked up!

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Step #13

Select your correct account type from the drop down and then click add to plan

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