# Interactive Brokers

Last updated 10 months ago

**Step 1:** Email [reportingintegration@interactivebrokers.com](mailto:reportingintegration@interactivebrokers.com) to set up the Morningstar ByAllAccounts feed via a new FTP login.

**Step 2:** Once the setup is complete, Interactive Brokers will provide you with your FTP access credentials.

**Step 3:** Share the credentials with the Greenboard team so we can aggregate your account feed.

Feed credential details:

- Username: Provided by Interactive Brokers
- Password: Provided by Interactive Brokers

For detailed instructions on how to link accounts once you have your feed credentials, please refer to the following training video: [Linking Accounts and Credentials with Direct Feeds](https://outreach.morningstar.com/i/4fjs009jWdvBhkP56PO6eNkx6Gh5TPMyV0vRwdd8McBhK4500nLTSsoNjA8zMoHD6LzPLUSSIGNbD8GcgdNhD93V252N69DKmfPLUSSIGNO2B7aAFcWGnCFqzBUnGBd9CK28PLUSSIGNz9uCikaHS?signature=none)

## **Additional Feed Information**

All Interactive Broker (IB) account types from any country (i.e. US, UK, Canada, HK, etc.) are eligible for Morningstar ByAllAccounts formatted FTP files.