Authentication

Using a Paper Account

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Customers are encouraged to authenticate and test with their Paper accounts before proceeding to live testing in the Client Portal API. Users may notice that unlike other parts of Interactive Brokers, there is no slider to indicate a live or Paper account login. As such, customers must use their specific Paper username to authenticate. You can find your Paper username by following these steps:

  1. Log in to the Client Portal
  2. Select the Head & Shoulders Icon   client portal head and shoulders icon.
  3. Click “Settings”.
  4. On the left under “Account Configuration” select “Paper Trading Account”
  5. You should see a Paper Trading Username, Paper Trading Account Number, as well as options for linking your Market Data.
    • If you do not know your password already, it is recommended to select “Reset Paper Trading Password” to have a unique password for paper trading. This can be reset at any time.

You may now log in to the Client Portal Gateway using your newfound Paper Trading username and password.