Interactive Brokers – FTP Access

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 Account View 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 with Direct Feeds

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.