How to Connect Interactive Brokers Using Flex Reports

What You'll Need

• Active Interactive Brokers account
• Access to IBKR Account Management portal
• 5-10 minutes to complete setup

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Step 1: Create a Flex Query

1. Log in to IBKR Account Management
2. Go to Settings → Account Settings
3. Click Reporting → Flex Queries
4. Click "+" or Create to add a new query
5. Select Trade Confirmation Flex Query

Configure Your Query

6. Under Sections, enable:
   • ✅ Trades
7. Select ALL available fields (Symbol, DateTime, Quantity, Price, Commission, etc.)
8. Set Format to XML (recommended) or CSV
9. Set Date Range to last 30-90 days
10. Click Save
11. Note your Query ID (e.g., 123456)

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Step 2: Generate Your Flex Token

1. In Account Management, go to Settings → API
2. Find Flex Web Service
3. Click "Generate Token"
4. Copy and save this token immediately

⚠️ Important: The token is only shown once. If you lose it, you'll need to generate a new one.

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Step 3: Connect in TradeRonin

1. Go to Settings → Accounts
2. Click "+ Add Account"
3. Select "Connected Broker"
4. Choose Interactive Brokers
5. Enter your credentials:
   • Flex Token: Paste the token from Step 2
   • Flex Query ID: Enter the numeric Query ID from Step 1
6. Click "Connect & Test"

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Step 4: Verify the Connection

After connecting, TradeRonin will:

1. ✅ Validate your Flex token
2. ✅ Request a report using your Query ID
3. ✅ Import your recent trades
4. ✅ Display the import summary

Success? You should see your recent trades in the account.

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Enable Auto-Sync (Optional)

With auto-sync enabled, TradeRonin will:

• Sync trades automatically every day
• Keep your journal up to date
• Notify you of any sync issues

Toggle Auto-sync in your account settings.

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Supported Asset Types

Asset Type	Supported
Stocks	✅ Yes
Options	✅ Yes
Futures	✅ Yes
Forex	✅ Yes
Crypto	✅ Yes
CFDs	✅ Yes

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Troubleshooting

"Invalid Flex Token"

• Ensure you copied the entire token without extra spaces
• Tokens expire if not used — generate a new one if needed

"Query Not Found"

• Verify the Query ID is correct (numbers only, e.g., 123456)
• Ensure the query is saved, not deleted

"No Data Returned"

• Check that you have trades in the query's date range
• Ensure the "Trades" section is enabled in your Flex Query

"Permission Denied"

• Verify Flex Web Service is enabled in your IBKR account
• Contact IBKR support if the issue persists

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Security & Privacy

🔒 Your IBKR password is never stored — we only use Flex tokens

🔐 Tokens are encrypted at rest using AES-256-GCM

🔑 Revoke anytime in IBKR Account Management

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Alternative: Manual CSV Upload

Prefer not to connect? You can also:

1. Export a Flex Report from IBKR as CSV
2. Create a Manual / CSV Upload account in TradeRonin
3. Upload the CSV file directly

Learn about manual CSV uploads →

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Need Help?

• Upload IBKR Files Manually
• Understanding Trading Accounts
• IBKR Flex Web Service Documentation