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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.

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

Then, enable SnapTrade from the list.

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

Use these to connect your account.

Known limitations:

• If you’re enabling the service for the first time, there is a time delay for the account data to appear.
• Below is a matrix of scenarios when connecting and when approximately data will be available to retrieve. Note these are only guidelines, if after 72hrs you are still not getting data, please reach out to [email protected] for assistance