Interactive Broker connect

oishtaiwi

Hello
need to know how to set up Interactive Brokers account ?
Tried using my user name and password and taken from Ib but both are not working

Thx

Quicken_Tyka

Hello @Michael3442

Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a follow-up response.

If you haven't done so already, please take a moment to review the step sand information available here.

If you are still receiving the error after completing the steps, and you believe that the Customer ID and password are correct, please contact the financial institution for further assistance.

Thank you,
-Quicken Tyka

Chris_QPW

I haven't had an Interactive Broker account in years, but when I did it was only for Web Connect (download a QFX file and import it into Quicken).  And I believe I even saw someone on here state that even Web Connect was later removed.

Michael3442

Interactive Brokers connects with Quicken using "Direct Connect." However I have 3 IB accounts and Quicken occasionally gets confused and sends the wrong account's information and an error message is produced: "An OL-332 or OL-330 occurs when an incorrect customer ID or password is entered in Quicken." I'm battling this now and can't get it fixed.

Quicken_Tyka

Hello @Michael3442

Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a follow-up response.

If you haven't done so already, please take a moment to review the step sand information available here.

If you are still receiving the error after completing the steps, and you believe that the Customer ID and password are correct, please contact the financial institution for further assistance.

Thank you,
-Quicken Tyka