Most brokerage firms have a straightforward connection process, in which you can follow the below steps:

  1. Navigate to the user dashboard
  2. Click manage accounts from the top menu list
  3.  Click + Add Account button in the top right
  4. Click continue on the Plaid link modal popup
  5. Search for the appropriate brokerage institution
  6. Enter user name and password for the brokerage institution
  7. Click submit
  8. Click continue




Brokerages that Require Additional Setup

We have identified the following brokerage firms that require you to log into their platform and complete additional steps:

  • Interactive Brokers


Interactive Brokers Account Authorization Steps

In order to connect an Interactive Brokers account through Plaid, please complete the following additional steps"

  1. Login to account management at https://www.interactivebrokers.com/en/home.php
  2. Open menu in top left, go to settings > account settings
  3. On right side, under reporting configure third-party services by enabling Mint
  4. Enter your IB username and password below and being a sync
  5. Enter the TOKEN and Query ID as they appear after activation on IB as answers to the questions that are presented to you during the sync

Once you have completed the above, return to Glass and follow the procedure outlined at the top of this FAQ


For more information on this process, feel free to take a look at the following resource: https://www.interactivebrokers.com/en/software/am/am/reports/mint_service.htm