Connect to Interactive Brokers

Configuring Equities Lab

1. From the home screen, click through to Account settings.

2. In the Connect to brokerage box, select Interactive Brokers.

3. Once you return to the home screen, you should see Connect to IB as an option.

Connecting to IB

Click on Connect to IB

If you do not have an IB Gateway or TWS API access, click Install IB Gateway.

Run IB Gateway or TWS API.

Now you should click on the IB Gateway icon on your desktop.

When you run either gateway, you'll get a dialogue box like the one below.

If you don't get this screen, you can also download it directly from Interactive Brokers.

https://www.interactivebrokers.com/en/software/api_ibgateway_software.php

Important: Ensure you have IB API rather than FIX CTCI Selected!

After your IB client connects, press the Connect to IB Gateway button at the bottom of the pop-up within Equities Lab.

If you don't connect after a few minutes, check your IB Gateway and see if it reports any errors. If not, please email support, as you should be connected!