In order to connect Mint with your IBKR account, you need first to create the Service credential for Mint. Use the button above or follow the below procedure to complete this task:
- Log in to Client Portal.
- Click Performance & Reports followed by Third-Party Reports.
- Under Third-party Services select the Configure icon to display the Configure Third-Party Services page
- Check the box next to Mint to enable and click Save to save your changes.
- Once saved, you will then see the Token and Query ID which are your Service Credentials for Mint.
Please Note
- Once you have activated the Mint service credentials you will notice that the newly created Token has a limited validity. Mint will not be able to connect successfully to your IBKR account after the expiration date of the Token. According to your personal preference, you have the option to extend the validity of the token (up to 1 year).
Additional Information
- How do I extend the validity of a third-party service token?
- Third-Party Services in our Users' Guide.