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Connecting an Interactive Brokers Account to Capitalise.ai
Connecting an Interactive Brokers Account to Capitalise.ai

A step-by-step guide

Josh avatar
Written by Josh
Updated over 7 months ago

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

Click on Accept.

Print the form out, fill in the required fields, and hand sign the form with an ink pen. Then email the form to support@capitalise.ai, with a copy of your ID that contains a signature.

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.  

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