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

How can I add my Interactive Brokers 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.

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:

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

3.) Add your credentials in Outbank:

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