Interactive Brokers

What you will be able to do with this connection

This connection setup enables two features:

1. Visibility of total balance.
2. Route money into your account (also called “pushing” funds).

Requirements to Connect

• You have an account with Interactive Brokers.
  • You will need your account and routing numbers. We will walk you through that below.
• You have a Sequence account.
• You will need whatever device you use Sequence on - desktop or laptop.
• You may encounter some Multi-Factor Authentication (MFA). So, you may need one or more of:
  • Whatever device you receive text messages on
  • Whatever device you use to access the IBKR Mobile app
  • Whatever device you use to access your preferred authenticator app

Connection Instructions

If you’ve connected accounts using Plaid previously, you should be able to run through that section reasonably quickly.

Routing and account numbers can be found via the Browser interface or the mobile app. Instructions for both are below.

Connecting via Plaid

The following process enables a connection with Plaid that enables the display of your Interactive Brokers account balance:

1. Click this link to navigate to the Sequence login page.

2. Click the add account button on the bottom center of your money map.

3. Select the Beneficiary & Investment Account

   

4. Type Interactive Brokers in the search bar and select “Interactive Brokers - US.”

   

5. You should now see the Plaid connector.

   

6. Click Continue to go to the next step.

7. Enter your Phone number and click continue.

   1. Note that if you have previously used Plaid, your phone number may be autofilled.

   

8. Plaid will send you a text message with a code. Enter the code, and you should move to the institution selection screen.

   1. If you’ve used Plaid before, you may see a list of previously selected institutions.
      1. If your desired institution is listed, you may select it.
      2. Otherwise, click on “Connect a new institution,” located at the bottom of the list.
   2. Otherwise, we should only see investment institutions because back in step 3 we selected “Investment account.”

9. In this case, we will select Interactive Brokers.

   1. If Interactive Brokers isn’t listed among the displayed institutions, start typing Interactive Brokers in the search field.

      

10. If you haven't already, you may need to enable Plaid access on your Interactive Brokers Portal. Plaid will walk you through that process.

11. Click the Continue button.

12. Enter your 6- or 7-digit Plaid query ID when prompted.

    

13. Click the Continue button.

14. Enter your 24-digit token when prompted.

    

15. Click the Continue button.

16. You may be prompted for an additional verification step via text message or email. If so select the method and click the Continue button.

    

17. After entering the confirmation code, you should see a list of accounts. Select the accounts you wish to connect and click the Continue button.

    

18. Plaid will now work its connection Magic. 🪄

19. You should now see an Interactive Brokers node representing your account in your Sequence money map.

    

⚡ Don’t be concerned if the node doesn’t display your balance and instead displays Action required. In the next step we will fix this.

Adding your Routing and Account Numbers

1. After completing the Plaid connection, you should have at least 1 Interactive Brokers account node in your Sequence money map. However, it likely says ”Action Required.”

   

2. Click on the node to open the slide-out view with your account details. You should see a warning about connecting your routing and account numbers.

   

3. Click on the blue Connect button.

4. You should now see The “Connect Investment Account” dialogue box, where you will enter your routing and account numbers.

   

5. Follow the steps below to get those numbers:

   1. Use your preferred browser to log in to the Interactive Brokers Portal.

   2. On the upper navbar, click on “Transfer and Pay.”

      

   3. From the drop-down menu, select “Direct Deposit/Debit.”

      

   4. You should see your routing and account numbers on the “Direct Deposit/Debit” screen.

6. Transfer the Routing and account numbers obtained in the previous step to the Sequence dialogue box opened in step 4.

7. Click Submit, and the warning should disappear.

Testing

If you would like to test your connection, you can go to your Sequence Activity Log and run a manual transfer by clicking on the “Transfer Manually” button located in the upper right of the Activity Log screen.

⚡ For faster manual transfers use money already in a pod. Transfers from pods to external accounts are 2x faster than transfers from external accounts to external accounts.