Connect Interactive Brokers to FindStox
FindStox reads your portfolio through IBKR's own read-only reporting feed. It takes about three clicks and needs two values that Interactive Brokers generates for you. It cannot trade and it cannot move money.
IBKR CLIENT PORTAL · THIRD-PARTY SERVICES → FINDSTOX · 32 SEC
- 01
Log in to the IBKR Client Portal
Use your normal Interactive Brokers credentials at interactivebrokers.com. Everything below happens inside IBKR, not in FindStox.
- 02
Open Third-Party Services
From the top navigation choose Reporting (labelled Performance & Reports on some account types), then Third-Party Reports, then Third-Party Services.
- 03
Find FindStox and click it
The FindStox tile shows a black bull logo on a white background, which is easy to miss in a long list. Typing FindStox into the search box on that screen filters straight to it.
LOOK FOR THIS - 04
Copy your Token and Query ID
IBKR generates both values and displays them on screen. Copy each one into FindStox. We check them against IBKR before saving, so you will know immediately if something was mistyped.
Can FindStox trade or move money in my account?
No. The Third-Party Services feed is read-only. It delivers position, trade and cash-balance reports. There is no order entry, no withdrawal capability and no way for FindStox to act on your account.
How often does my portfolio update?
IBKR publishes the previous day's data overnight, roughly 2 AM US Eastern on weekdays. FindStox syncs each weekday morning, so your dashboard reflects the last completed trading day.
Is my token stored securely?
Your token and Query ID are encrypted before they are written to the database, and they are only decrypted in memory when a sync runs.
What if I do not see FindStox in the Third-Party Services list?
Type FindStox into the search box on that screen rather than scrolling. If it still does not appear, reply to any FindStox email and we will help you check the account permissions.
Can I disconnect later?
Yes. You can remove the credentials from FindStox settings at any time, and you can revoke the service from the same IBKR screen where you added it.