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If you’re enabling the service for the first time, it may take 24-48 hours for the account data to appear due to a known limitation with IBKR Third-Party Services.

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Before connecting, you must add SnapTrade to your Third-Party Services in your Interactive Brokers account. To do so, log in to your IBKR account and then from the Menu, select Performance & Reports, then Third-Party Reports.

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On the Third-Party Reports screen, select the gear icon to enable the SnapTrade service.

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Then, enable SnapTrade from the list.

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After clicking Save, you will see SnapTrade showing up under Third-Party Services in your account.

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Use these to connect your account.

Known limitations:

Scenario Best Case Data Availability Time Worst Case Data Availability Time
Connect on Monday - Thursday After 24hrs 48hrs
Connect on Friday If early enough on Friday, potentially the following Monday so >48 hrs 72hrs (the following Tuesday)
Connect on Weekend ~48 hrs 72hrs
Connecting on a Holiday Any of above options but also add minimum 24hr delay due to holiday Any of above options but also add minimum 48hr delay due to holiday