The data we receive from IBKR is delayed by up to one business day. This means that even after syncing with SnapTrade, the Holdings data received over the SnapTrade API may be delayed by one or more days.
IBKR makes data available SOD: typically ~2AM EDT (Monday – Friday), no holidays.
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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.
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| Scenario | Best Case Data Availability Time | Worst Case Data Availability Time |
|---|---|---|
| Connect on Monday - Thursday | After 24hrs | 48hrs |
| Connect on Friday | If early enough on Friday, potentially the following Monday so >48 hrs | 72hrs (the following Tuesday) |
| Connect on Weekend | ~48 hrs | 72hrs |
| Connecting on a Holiday | Any of above options but also add minimum 24hr delay due to holiday | Any of above options but also add minimum 48hr delay due to holiday |
Before connecting, you must add SnapTrade to your Third-Party Services in your Interactive Brokers account. To do so, log in to your IBKR account and then from the Menu, select Performance & Reports, 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.
Use these to connect your account.