Interactive Brokers – FTP Access

Advisor Onboarding Instructions

Step 1: Email [email protected] to set up the Morningstar ByAllAccounts feed via a new FTP login.

Step 2: Once the setup is complete, Interactive Brokers will provide you with your FTP access credentials.

Step 3: Enter your Interactive Brokers access credentials in AccountView and aggregate accounts.

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For detailed instructions on how to link accounts once you have your feed credentials, please refer to the following training video: Linking Accounts and Credentials

Additional Feed Information

All Interactive Broker (IB) account types from any country (i.e. US, UK, Canada, HK, etc.) are eligible for Morningstar ByAllAccounts formatted FTP files.