When connecting your Interactive Broker account to Delta for the first time, you need to add SnapTrade to your Third-Party Services in your Interactive Brokers account before adding the connection to Delta.
If you’re enabling the service for the first time, it may take 24-48 hours for the account data to appear due to a known limitation with IBKR Third-Party Services.
Make sure your account is fully opened and funded before linking.
To do this, log in to your IBKR account and then from the Menu, select Reporting, then Third-Party Reports.
On the Third-Party Reports screen, select the gear icon to enable the SnapTrade service.
Then, enable SnapTrade from the list.
After clicking Save, you will see SnapTrade showing up under Third-Party Services in your account.
Your Token and QueryID can then be used to add your Interactive Broker Account Connection into Delta.
If you get stuck at any point please reach out to our Community Team who will help you out.
Questions about Broker Connections, click here.
Happy tracking!
Troubleshooting
I am seeing the following error screen:
Make sure your account is fully opened and funded before linking. Please do so and try to connect later. If you are still encountering this screen please contact the Community Team