Connecting Your IBKR Account to an AI Platform

Overview

What is the AI platform connection?

  • It is a secure link between your Interactive Brokers (IBKR) account and a third-party AI platform. Once connected, you can ask the AI questions about your account in plain language, and it can pull live data directly from IBKR. 

What can AI do once connected?

  • Answer questions about your portfolio, positions, balances, and profit/loss.
  • Retrieve real-time or delayed market data and historical quotes (subject to your market data entitlement).
  • Show your open orders and recent trade history.

What ways can AI trade?

  • Review & Approve mode: the AI creates an AI Instruction which you review and convert into a real order in an IBKR platform manually. Nothing reaches the market until you submit the order yourself.
  • Autonomous mode: in a dedicated, funded partition you set up, the AI can place orders directly without requiring your approval.

What can AI not do?

  • It cannot withdraw, deposit, or transfer funds.
  • It cannot change your account settings, permissions, or personal details.
  • It does not have visibility into your accountID, username, or login credentials.

Review & Approve Trading

How do I get connected to Review & Approve trading?

  • You need an Interactive Brokers account.
  • If you have an account with ChatGPT, Claude, or Grok, follow these links and search for "Interactive Brokers."

What is an "instruction"?

  • An instruction is not an order. It is a request created by your AI platform and saved inside IBKR's systems. To act on it, you must open an IBKR platform, review the instruction, and choose to convert it into a live order yourself. Instructions are never submitted to the market on their own, and they expire automatically after 7 days if you do not act on them.

Can the AI platform place live orders for me?

  • Not in "Review & Approve" mode. The AI can only create instructions. You must manually review and confirm each one on an IBKR platform before it becomes a live order. Autonomous trading, where the AI can place orders directly inside an AI Partition, is described in its own section below.

What kinds of instructions can I create?

  • In the current phase, instructions are limited to Limit and Market orders on equities, ETFs, futures, options, and futures options. Other order types (Stop, Trailing, etc.), multi-leg strategies, and other asset classes are not supported yet.

What happens after I create an instruction?

  • You will receive a push notification on your mobile device and an FYI notification across all IBKR platforms. Your AI platform also provides a link that takes you straight to the AI Instructions tab, where you can review the instruction, convert it to a live order, or delete it.

Where can I see my instructions?

On the dedicated AI Instructions tab, available on all IBKR platforms on the Orders & Trades page. Instructions sync across platforms.

Autonomous Trading

How do I get connected to Autonomous trading?

To enable autonomous trading and allow AI to place orders for you:

  • You need an Interactive Brokers account.

Claude Desktop (with any Claude plan)

ChatGPT.com 

  • Not supported as of October 2026. ChatGPT does not allow financial transactions with its models. This is not an IBKR limitation and applies across the brokerage industry.

Grok.com (with any Grok plan)

What if my AI platform is not listed?

  • You can connect from any AI platform that supports the Model Context Protocol (MCP) e.g. Claude Code, Cursor, Hermes Agent, Windsurf, Jetbrains, VS Code, Cline, Gemini CLI, Mistral, Kiro, Warp, LibreChat, Anything LLM, and others.
  • If you are connecting from a different AI platform, look for "Adding a MCP server" and "setting up a custom connector" in their help documentation to find the right screen. Once found, input the below link, often referred to as the "Remote MCP Server URL"

How do I qualify for autonomous trading?

  • Eligible accounts must execute 10 trades on at least 3 distinct days each using Review & Approve mode over a two week period.  

What kind of accounts are eligible for autonomous trading?

  • Individual account only (no margin accounts)
  • Account must not be:
    • Joint, trust, org, or non-individual
    • Tax-advantaged e.g. IRA/ISA/PEA/etc.
    • Managed by or linked to a Financial Advisor
    • A Financial Advisor master account
    • Lite account
  • For initial rollout, only clients of IBLLC, Australia, Singapore, and UK are included. Functionality for other clients will be rolled out at a later date.

What is autonomous trading?

  • Autonomous trading lets an AI place trades in your IBKR account directly, without you approving each order first. This is different from the Review & Approve connection, where the AI can only prepare an order for you to review and submit yourself. Autonomous trading is optional, and it operates only inside a separate, funded space in your account called an AI Partition.

What is an AI Partition?

  • An AI Partition is a walled-off portion of your IBKR account that you fund and set aside for autonomous trading. The AI can only trade the cash and assets you place in the partition, and it cannot see or touch anything in the rest of your account. Only the money you deliberately move into the partition is ever at risk from autonomous trading.

How is autonomous trading different from the Review & Approve connection?

  • In the Review & Approve connection, the AI creates an AI Instruction and you turn it into a live order yourself in an IBKR app, so nothing trades until you act. In autonomous trading, the AI sends orders straight to the market inside your AI Partition, and IBKR treats them as if you placed them yourself. You do not review or approve them first.

How do I set up an AI Partition?

  • If autonomous trading is available to you, you will see an "Autonomous Trading" option in Account Settings in Client Portal with instructions on how to set up. 

How do I fund an AI Partition?

  • You can transfer up to 10% of your account equity to AI Partitions, with a $1,000 minimum cap and a $25,000 maximum. This is a lifetime total across all your AI Partitions, and trading losses do not reset it. Some examples below:
  • An account with $2,000 could transfer $1,000 to its AI Partition. The $1,000 overrides the 10% floor. 
  • An account with $2,000,000 could transfer up to $25,000 to its AI Partition
  • An account with $2,000 could transfer up to $1,000 to meet the floor. If $249,000 were then deposited into the parent account, you could transfer up to an additional $24,000 to your AI Partition.

Can I move my existing positions into a partition?

  • Not currently, although this functionality is planned for a later release.

What can the AI trade in a partition, and what are the limits?

  • AI can trade stocks and equity, index, and ETF options. It cannot trade any other securities, fractional shares, or penny stocks. Orders can remain active for the day, overnight, or both. Market, limit, stop and stop-limit orders are available. Because the partition is cash-only, the AI cannot use margin or sell short.

What controls can I set myself?

  • The main control is how much you fund the partition, together with the built-in product limits above and an off switch you can use at any time (see below). More granular controls that you set yourself, such as a minimum account value, a maximum order size, and limits on how often the AI can trade, are planned for a later release. Until then, the amount you fund is the primary way to limit how much is at stake.

Will I know what the AI is doing?

  • IBKR notifies you with an FYI, a Push Notification, and an email each time the AI executes a trade in your partition.

Can I still trade the assets in my partition myself?

  • Yes. Both you and the AI can trade at the same time within the partition.

How do I pause or stop the AI?

  • You can turn off autonomous trading at any time using the off switch on the "Manage Third-Party Consents" screen in Account Management. Turning it off stops the AI from placing new orders. It does not cancel orders that are already pending or partially filled, so check your open orders afterward. Client Services can also revoke access on your behalf if you contact them.

What happens to my positions if I stop autonomous trading or disconnect?

  • Any positions the AI opened stay in your partition and remain yours. Stopping autonomous trading or disconnecting the AI prevents new AI orders; it does not automatically close existing positions. You can then manage or close those positions yourself, or move the assets out of the partition.

Does autonomous trading stay on until I turn it off?

  • At launch, once enabled, autonomous trading stays active until you turn it off or until 7 days have passed without you interacting with your AI.

Can two people share one AI Partition?

  • No. Autonomous trading is for individual accounts, and each partition belongs to a single account holder.

Is IBKR responsible for what the AI does?

  • IBKR does not control, have visibility into, or review the decisions of AI. Please read the AI Trading Supplement carefully before placing orders. 

Getting Connected

Is there a cost?

  • Connecting your IBKR account to an AI platform is free. Your AI platform subscription (for example, a paid tier of the AI service) is separate and billed by that provider. Whether or not a paid or free account with the AI platform allows connectivity to IBKR's integration varies. 

Can I use this on mobile?

  • Yes. You can connect to an AI Platform via its website or its dedicated mobile and desktop applications. 

Does it work with a paper trading account?

  • Review & Approve trading supports paper accounts. Autonomous trading is for live accounts only at launch.

Can I connect multiple accounts at the same time?

  • For the initial launch, each AI platform connection is linked to a single IBKR account. Multi-account support is planned for a future release.

Why do I not see all of my accounts during authorization?

  • Only accounts for which a user has trading rights are accessible at this time. Trading and account data for linked accounts and sub-accounts is not available. Multi-account support is planned for a future release.

Can I connect the same account to more than one AI platform at the same time?

  • No. Only one AI platform may be connected to a given IBKR account at a time. If you authorize a new AI platform for that account, the previous connection is automatically disconnected.

Security & Privacy

Is it safe to connect my IBKR account to an AI platform?

The connection is designed so that you stay in control:

  • Your login is never shared. You authenticate on IBKR's own login screen. The AI platform never sees your IBKR username or password.
  • No fund movement. The AI cannot withdraw or transfer money or change your account settings.
  • Scoped, session-based access. Data is shared only while your session is active and only for the specific tools you authorized.
  • Revocable at any time. To revoke your connection, visit Client Portal > Settings > Manage Third-Party Consents > Revoke

Am I typing my password into the AI?

  • No. You are not entering your IBKR credentials into the AI platform. When you connect, you are redirected to IBKR's own secure login page, where you log in directly with IBKR as you normally would. The AI platform only receives authorization to access the data you approve, never your credentials.

What data can the AI see?

  • The AI can see your account summary, portfolio positions, open orders, trade history, and real-time or delayed market data (subject to your market data entitlement). It cannot see or do anything beyond the tools you authorized.

Does the AI platform store my data?

  • IBKR does not control what an AI platform does with data once it is delivered. Your data is only shared while your session is active and only for the tools you authorized, and you can revoke access at any time. We recommend reviewing your AI platform's privacy policy before connecting.

Does the AI platform train on my data?

  • Once data is delivered to the AI platform, its use, including any use for training, is governed solely by that platform's own policies, not by IBKR. Many AI platforms offer settings to opt out of training; check account settings before connecting.

Market Data

Will the AI show real-time or delayed prices?

  • It depends on your market data entitlement. With an active subscription for a given market, you will receive real-time data; otherwise, you may receive delayed data.

Does using market data through the connection cost anything?

  • Your market data costs are based only on the market data packages you may have purchased. There is no additional cost involved in connecting to an AI Platform.

Do I pay commissions on trades an AI places?

  • Yes. Trades are charged IBKR's standard commissions, whether you confirm them yourself or the AI places them in an AI Partition.

Managing & Disconnecting

How do I disconnect or revoke access?

  1. Log in to Client Portal
  2. Click Settings
  3. Click Manage Third-Party Consents
  4. Click Revoke

Please Note: This is a different place from the AI Instructions tab. The AI Instructions tab is where you review and act on draft orders; Manage Third-Party Consents is where you actually disconnect the AI platform's access.

What happens if I connect a different AI platform?

  • Connecting a new AI platform to an account automatically disconnects the previous one, since only one platform can be linked to an account at a time.

Troubleshooting

How do I get support?

  1. Log in to Client Portal
  2. Click Get Help
  3. Submit a ticket detailing the issue under the Category API
  4. Click Third-Party Platform Connection then describe the issue

How do I leave feedback?

Powered by IBot
How can I deposit and withdraw funds via Wise?
Can I cancel an ACH deposit after it has been initiated or processed?
How do I link DAS Trader to my IBKR account?
What languages are available in the Interactive Brokers platform interface?