When you originally activated the Service credentials for Mint from your IBKR Client Portal, the system has created a Token valid for a certain time period. Mint will not be able to connect successfully to your IBKR account past the expiration date of the Token. In order to re-establish the connection between Mint and your IBKR account, you would need to generate a new Token and set its validity according to your preference (validity can be set up to 1 year).
Use the button above or follow the below procedure to complete this task:
- Log in to Client Portal
- Click Performance & Reports followed by Flex Queries
- Under Flex Web Service Configuration select the Configure icon to display the Configure Flex Web Service page
- Click on the GENERATE NEW TOKEN button
- Set the Expire After drop down menu to a time frame of your preference. The time frame you select will be the validity of your Token
- Click the Save button
- Once again, click Performance & Reports followed by Third-Party Reports
- Under Third-Party Services the Current Token will be the one you have to use to connect the Mint service to IBKR. It will have the validity you elected
Once you have obtained the new Token following the steps above, please log into mint.com using your Mint credentials and update the Token for your IBKR Account connection. For instructions on this specific task, we kindly suggest you to consult the documentation available on mint.com
Additional Information
- Flex Web Services available in our User Guides.