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.