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.
This connection is a "Balance Only" connection, meaning it imports your current holdings and cash balances but does not include historical transaction data.
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.
Unknown Error During Initial Connection
If you encounter an unknown error within the first 24 hours of connecting your IBKR account, this is likely due to the time required for IBKR to enable data access. Follow these steps:
Wait up to 48 hours from the time you initiated the connection.
After 48 hours, try syncing your account again.
The connection should complete successfully once IBKR has enabled data access.
Implications of Balance-Only Data Import
Each sync creates a balance adjustment to align your current positions.
Gain/loss calculations may appear inconsistent or show "jumps" when we get data on your new positions.