My login credentials are correct but I am still unable to add my external account to PortfolioAnaylst.

Login details are issued once your ISA Family Account has been created. Please allow up to 5 working days for the credentials to arrive. If you have not received them after this period, please contact IBKR Client Services.…

If you are experiencing issues linking an external account within PortfolioAnalyst, please take the following steps:

1. Verify that your login credentials (username and password) for the external financial institution are correct
2. Ensure that the external institution's website is currently accessible and functioning properly…

ADD EXTERNAL ACCOUNTS TO PORTFOLIO ANALYST

The External Accounts screen lets you add accounts held at other financial institutions to Portfolio Analyst. You can add brokerage, bank and credit card accounts as well as other assets and liabilities. Once you have added an account to PortfolioAnalyst, you can view the most recent value of the account and drill down to see positions (in brokerage firms) and transactions. If you have added multiple brokerage accounts, you can drill down to a consolidated view of assets held at all of the accounts. Use the button above or follow the below procedure to add accounts:…

Yes, you can include external accounts in your Tax Planner. Click the + icon in the top right corner of the Accounts panel, then select Link External Account to log in to your other financial institution. You can also add Offline Accounts…