Frequently Asked Questions

Frequently Asked Questions – Account Management

How Can I Get Information From My Personal Portfolio Into Quicken?

Quicken is one of several third-party services (such as mint.com and TurboTax) that Interactive Brokers allows you to connect to your account.

Reminiscent of Zelda’s quest, you will need a token and query ID from Interactive Brokers to succeed in your journey.  Here are details on how to generate those fields.

 

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It all starts by filling out this form. It’s secure, and completely free. You’ll answer a few questions about your income level, time horizon, risk tolerance, and financial goals. Then we’ll provide a personalized asset allocation recommendation specifically for you.