The REAL reason I’ll NEVER use Interactive Brokers again!! 😡
If you would like to import your IBKR data into PortfolioCenter Downloads, contact your IBKR Sales Representative or email [email protected]
You can download Security, Portfolio, Price, Transaction, Position, Reconciliation and Cost Basis Reconciliation files individually or you can download all files in a single zipped file. You can also request FTP delivery by contacting your IBKR Sales Representative or by emailing us at the email address mentioned above.
Stocks, options, bonds, bills and funds data is included and converted to your account's base currency.
The output files will contain data for all of an Advisor's clients, but will not include the Advisor account ID.
For more information about PortfolioCenter, visit https://schwabpt.com/products/portfoliocenter/.