Connecting your Interactive Brokers account to your Capitalise account is easy! Once you follow these simple steps you will be able to create real strategies with Capitalise using your Interactive Brokers account.
Select Connect Trading Account in the lower left-hand menu.
You will now get a pop-up to take you through the next steps.
If you hover over the Show me how you will see a quick tutorial on the right side of the box. As you can see, the steps are simple.
To begin click Let’s Do It
From here you will be taken to a form where you will need to fill in the required fields. Click on Accept to begin filling in the fields.
Follow the rest of the steps as prompted, signing the document and uploading either an image of your passport or driver's license.
Once you complete all the steps within the form you will receive a pop-up letting you know you have completed this step and your forms are being processed.
Once your account connection has been approved we will email you, letting you know when you can begin trading with Capitalise using your Interactive Brokers account.