The following steps are required to integrate your account to Sharesight for purposes of using their portfolio tracker software:
- Send an email request to: reportingintegration@interactivebrokers.com. Include your IBKR account ID in the request
- As Sharesight requires the criterion of a secure File Transfer Process (sFTP) to deliver your information in an encrypted manner, IBKR will create this setup, notifying both the IBKR client and Sharesight of access details. IBKR clients will receive login credentials via a series of two separate emails
- Client will then enter the sFTP credentials into Sharesight's portal.