Frequently Asked Questions – Account Management

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

After logging in to your account directly at Interactive Brokers website, follow the below steps.

  • Open the menu on left-hand side of the page
  • Select "Reports"
  • Select "Statements"
  • Select the statement type titled "Third party downloads" and format as “Quicken”

These steps will allow you to download statements in a variety of formats. Most important to you Quicken folks is the QFX import type. Interactive Brokers does not support real time syncing, but you can import these QFX files into your Quicken tool.

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