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Connecting Your Interactive Brokers (IBKR) Account to Pocket Plan via Plaid
Article ID: KB-04291
Category: Account Connections & Data Sync
Applies To: Pocket Plan Users, Interactive Brokers (IBKR) Account Holders
Category: Account Connections & Data Sync
Applies To: Pocket Plan Users, Interactive Brokers (IBKR) Account Holders
Overview
Interactive Brokers (IBKR) uses strict, high-security data protocols that do not allow traditional username-and-password logins through data aggregators like Plaid. Instead, IBKR requires a Query ID and a 24-Digit Token generated through their Flex Web Service. This guide walks you through step-by-step instructions for generating these credentials in your IBKR portal and successfully linking your account to Pocket Plan.Step 1: Enable the Flex Web Service & Generate Your 24-Digit Token
1. Open a desktop web browser and log in to the Interactive Brokers Client Portal. (Note: This process cannot be completed in the IBKR mobile app.)
2. In the top navigation bar, select Performance & Reports.
3. Under Flex Web Service, check the box to enable Flex Web Service Status.
4. Click Generate New Token (or copy the existing string under Current Token).
5. Copy your 24-Digit Token.
đź’ˇ Tip: If your generated token appears to be fewer than 24 digits, lead-pad it with zeros (0) at the beginning until it reaches exactly 24 characters when pasting into Plaid.
Step 2: Locate or Create Your 6- or 7-Digit Query ID
The 24-digit token authenticates your session, but Plaid also requires a Query ID to identify which data reports to pull.
1. Go back to the top menu and navigate to Performance & Reports → Flex Queries (or Third-Party Reports → Flex Queries).
2. Look at your list of configured queries:
• If a query already exists: Click the Information (i) or Gear icon next to the query name (e.g., Plaid, Activity, or Trade Confirmation). A pop-up window will display your 6- or 7-digit Query ID.
• If no query exists:
a. Click the + (Plus) icon to create a new Activity Flex Query.
b. Name the query (e.g., Pocket Plan / Plaid).
c. Select the required section options (e.g., Account Information, Cash Report, Open Positions) and click Save.
d. Click the Information (i) icon next to your newly created query to view its 6- or 7-digit Query ID.
Step 3: Connect Your IBKR Account in Pocket Plan
1. Open Pocket Plan and select Add Account → Interactive Brokers (Plaid).
2. When prompted by Plaid, enter your Query ID (6–7 digits).
3. Next, enter your Token (24 digits).
4. Complete any required 2-Factor Authentication (2FA) prompt via your phone or the IBKR Mobile Key app to complete the sync.
Troubleshooting & Common Edge Cases
Issue 1: “Invalid Credentials” or Token Authorization Error
• Cause: The Flex Web Service token has expired or was regenerated.
• Solution: Return to Performance & Reports → Flex Web Service in IBKR. Verify that Flex Web Service Status remains checked. If you clicked “Generate New Token,” you must copy and use the updated token string.
Issue 2: I can’t find the Query ID on the Token screen
• Cause: The Token screen only controls the API web service connection. Query IDs are housed under the Flex Queries sub-menu.
• Solution: Navigate directly to Performance & Reports → Flex Queries to view or issue a Query ID.
Issue 3: Data fails to refresh after connecting
• Cause: IBKR Flex Web Service updates on a scheduled frequency (typically once per business day after market close).
• Solution: Initial historical data will populate within 15–30 minutes, but daily balance refreshes will follow IBKR’s overnight report generation schedule.
Need Additional Support?
If you continue to experience issues connecting your IBKR account after completing the steps above, please contact Pocket Plan Support with:
• The exact error message displayed by Plaid.
• A screenshot of your Flex Queries setup (ensuring sensitive values like full account numbers are hidden).
