How can I add my Captrader Credentials in Outbank needing a Token and Flex-Query? - iOS-Version / Banks and Providers - Outbank Helpdesk

How can I add my Captrader Credentials in Outbank needing a Token and Flex-Query?

You need a Token and Flex-Query (Identification-Number (ID))  to set up your Interactive Brokers access in Outbank.
You can create this data in the Interactive Broker Portal with your credentials .

1.) Please proceed as follows to create the Token:

Login to the Onlinebanking Portal and select 'Welcome (in the upper right corner) > ‚Settings‘ > ‚Account Reporting’ and click the toggle button to enable or disable Flex Web Service:


A new window opens where you can either create a new Token or an existing Token is shown. Besides  “Current Token” you find the 23-digit Token:


Please also see here for further information: 
https://www.ibkrguides.com/brokerportal/flexwebservice.htm


2.) Create Flex-Query:

Click Performance & Reports > Flex Queries > click the + icon in the top right corner of Activity Flex Query:

The following sections are needed:

  • Account Information 
  • Statement of Funds
  • Open Positions
  • Cash Report
  • Net Asset Value (NAV) in Base


It is important, to choose "Select All" in every sub-point: 


Here you can select the date from which the transactions should be shown: 

Please set 'Last 365 days' as Period:

After creating the Flex-Query you see the query in your list. Then click on the left side on the blue "i" icon to get further information. There you will also find the 6-digit Flex-Query-ID

Please also see here for further information: 
https://www.ibkrguides.com/brokerportal/performanceandstatements/activityflex.htm

Important note: Due to technical limitations, for some Cap Trader accounts the query only works with shorter time periods. If you receive an error with a 365-day query, please check if it works by selecting 3 months, 30 days, or 7 days under 'Period'.

3.) Add your credentials in Outbank:

Search for Captrader in Outbank and then enter your Token and the Flex-Query-ID to add your accounts.