CONFIGURE THIRD-PARTY SERVICES
Use the button above or follow the below procedure to enable or disable the use of outside reporting and aggregating web services on your account:
- Log in to Client Portal
- Click Performance & Reports
- Select Flex Queries followed by Third-Party Reports.
- Under Third-Party Services select the Configure icon to display the Configure Third-Party Services page
- Check or uncheck the box provided to enable or disable any of the third-party services and click Save to save your changes
- Once saved, you will then see the Token and Query ID which are your Service Credentials.
Please Note
- For TurboTax integration, use the Token and Query ID as your credentials to link your Interactive Brokers account.
Additional Information
- Third-party services available in our Client Portal User Guides