Interactive Brokers

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jameswolfe8561
jameswolfe8561 Member ✭✭
edited July 2021 in Investing (Mac)
Hello: I setup IB with my quicken (received the token and QueryID from IB) and downloaded and assigned the account in quicken. I am confused as to the password I use when I add this to my one-step updates is it my IB password, QueryID or the token?

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  • Quicken Diana
    Quicken Diana Alumni mod
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    Hello@jameswolfe8561

    Thank you for posting in the Community today, though I’m sorry for the confusion with your IB account.

    A search of previous user experience is that you will need to enter the QueryID as a password and the token as a username, discussed in these comments.

    One Step Update will most likely require the same credentials that were used in the initial set up. Try entering what was initially used and if that does not seem to be what the financial institution requires, then try one of the other options. (IB password, QueryID or the token). 

    Please let us know how it goes.

    Thank you

    Quicken Diana


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