Bring Interactive Brokers, Schwab, Robinhood, Binance and 20+ other global brokerages into your Wealth Atlas net worth. Connections run through SnapTrade, are read-only, and your brokerage login is never stored.
Connecting Interactive Brokers
Every brokerage starts the same way. Interactive Brokers adds one extra step, shown below.
On Home, tap Add Asset, then choose Add an offshore account.
On Connect Offshore, tap Connect with SnapTrade and pick your brokerage.
Sign in on your brokerage's own page, or follow its steps, and approve. Wealth Atlas never sees your password.
You're returned to the app and your stocks and ETFs appear as a portfolio, marked Live.
Interactive Brokers shares account data with apps through its Third-Party Reports service rather than a login screen. You turn on SnapTrade inside IBKR once, and IBKR gives you two codes to paste back. It takes about five minutes.
Do steps 2–4 on a computer or in a mobile browser at interactivebrokers.com (Client Portal). The IBKR mobile app doesn't show these settings.
On Home, tap Add Asset → Add an offshore account → Connect with SnapTrade, and choose Interactive Brokers. Keep this window open.
In another tab or on a computer, sign in to Client Portal with your usual IBKR login and two-factor.
From the top menu:
IBKR sometimes moves this. If you don't see it, look under Settings › Reporting, or search Client Portal for “Third-Party”.
Find SnapTrade in the list and switch it on. IBKR then shows:
If IBKR offers a choice of how long the token lasts, pick the longest (up to a year), so you don't have to reconnect soon.
Back in the Wealth Atlas window, paste the Query ID and Token and confirm. You'll land on a “Brokerage connected” page; tap ✕ to return to the app.
IBKR prepares this data as a daily report, so your holdings appear after IBKR's next report, usually within a day. After that, Wealth Atlas refreshes your IBKR holdings every evening.
Your positions, cash balances and account currency, so your net worth, allocation and dividends are complete.
Place trades, move money or withdraw. Brokerage links are read-only, and your brokerage login is never stored by Wealth Atlas.
In the app: Add Asset → Add an offshore account → Connect Offshore → Disconnect. For IBKR you can also switch SnapTrade off in Third-Party Services, which stops the reports at the source.
Connection secrets are encrypted at rest, never logged, and only used to read your holdings. See our privacy notice.
Through SnapTrade. NSE accounts are added from a CDSC statement, an Excel file or a photo instead.
Binance: SnapTrade reads your Spot wallet. Coins in Funding, Earn or staking don't come through. Move them to Spot, or add them in the app by hand under Add Asset.
Your brokerage has ended the link, usually because a password changed or, for IBKR, the token expired. Tap the connection and reconnect; for IBKR, generate a new token in Third-Party Services.
The link worked but the first report hasn't arrived. For IBKR this is normal on the first day. Pull down on Connect Offshore to refresh later.
Brokerage holdings refresh once a day in the evening (East Africa Time). Prices for your other holdings update through the day.
Email [email protected] with your broker's name and what you see. Never send us passwords or codes.