Introduction

After launching the client portal gateway, navigate to localhost:5000 and sign in using your standard Interactive Brokers credentials. After entering your username and password, you will be prompted for Two-Factor Authentication based on your authentication method of choice. After entering your information, you will see  Client login succeeds to indicate a successful login.

If you are signing in with your paper account, be sure to use the unique Paper Trading username. This can be found by logging in to the Client Portal with your live account’s username then selecting the Head and Shoulders icon in the top right corner and click Settings. Here, you should see a link for Paper Trading account. This will list your Paper Account’s account ID and username.