Third party Integration
Portfolio Management
Portfolio management software typically allows you to manage your investments and analyze your portfolio with a variety of tools. Interactive Brokers customers can currently request integration with the third-party portfolio management software providers listed below.
In addition to the download solutions listed below, a number of other third-party providers offer portfolio management and tax reporting packages that integrate with our HTML downloads. Contact the provider for details.
Contact your IBKR Sales Representative to request integration with a third-party portfolio management provider not listed below.
Interactive Brokers Reporting Integration Tool
We provide a reporting data feed from the IBKR generic reporting interface for clients who want to integrate that data with third-party software not listed on this page.
Download to:
Order Management
An order management system (OMS) is a software system designed to efficiently execute securities orders in a cost-effective way. Brokers and dealers use an OMS to fill orders for different types of securities and track the order progress through the system. Interactive Brokers maintains trading relationships with the third-party OMS providers listed below.
Contact your IBKR Sales Representative to request integration with a specific OMS provider.
Advent Moxy
Order routing.
Charles River Systems, Inc.
IBKR is certified with this OMS provider.
ConvergEx Eze Castle Software
FIX CTCI integration
FlexTrade Systems
Order routing
Imagine Software
FIX CTCI integration
Post Trade Allocations
Post trade allocation software lets you allocate trades to clearing brokers. You can use IBKR's own Post Trade Allocations tool or a third-party software provider listed below.
IBKR's intuitive web-based Post Trade Allocation (PTA) tool lets investors quickly allocate US stock, option and US corporate bond orders post-trade. The PTA tool, available from within our Account Management software, lists all the day's unallocated trades, and provides customizable template-based functionality to easily allocate all or some of your trades to multiple pre-approved clearing brokers.
For more information about IBKR's PTA tool, see the Account Management Users' Guide.
Contact your IBKR Sales Representative to request integration with a specific post trade allocation software provider.
EmployeeTrack
IBKR provides a data feed to EmployeeTrack Compliance Officers who want to integrate their data with third-party software.
We provide data feeds for the following third-party software:
- CCH
- Compliance Science
- Financial Tracking
- Cordium
- Schwab Compliance Technologies
- Star Compliance
- SunGard
- TerraNua
- Orical LLC
To request a third-party data feed for your EmployeeTrack data, send a request via email to employeetrack@interactivebrokers.com
or contact your IBKR sales representative.
EmployeeTrack Data Feed Integration Guide
Compliance Officers with EmployeeTrack accounts can request a data feed from the IBKR generic reporting interface to integrate that data with third-party software NOT listed on this page.