Linking with Interactive Brokers

Link your IBKR account to validityBase to create a verifiable, live performance record and dashboard of your trading.

Connect your IBKR account to validityBase to securely import positions and cash balances to generate a verifiable, point-in-time track record directly from your account activity.

Note: validityBase access is strictly read-only. We cannot place orders or move funds in your account.

Step-by-step

1) Sign in to validityBase & navigate to Broker Integrations

• Visit app.vbase.com and sign in (or create an account).

• Click your display name in the upper right corner and select User Profile.

• In your Profile, select Broker Integrations from the top menu.

2) Setup Account Link

• Click Link Account.

• Enter a label (to help you identify the account later).

• Click Next.

3) Link your IBKR account

• You’ll be redirected to the IBKR authentication portal.

• Choose whether to connect a Paper or Live account.

• Enter your IBKR username and password and complete 2FA as necessary

• Review and approve the requested read-only permissions (account, positions, trades, balances).

• You’ll then be redirected back to validityBase.

4) Confirm the connection

• Back in validityBase, you’ll see a Connection successful message and your account details.

  

• Occasionally the IBKR authorization can fail. If so, delete the provider and repeat steps 2–3.

• If you manage multiple IBKR sub-accounts under one login, email [e-mail] so we can configure the correct account(s).

5) Set up your dashboards

Email [e-mail] with the following:

• Your strategy name

• A short description of your strategy (100–200 characters)

• A short description of yourself as the dashboard creator (100–200 characters)

• An optional contact email

We will reply back with your live dashboard link.

See this example dashboard to understand how the information appears.

Common issues & fixes

No data after linking

• Within 2 minutes you should see your first portfolio stamp in Stamped File Storage. If nothing appears, retry the link.

Multiple sub-accounts

• For corporate IBKR accounts with multiple sub-accounts, link as usual, then email [e-mail] specifying which sub-account(s) you’d like connected.

FAQs

Is this trading access? No. Access is read-only—we cannot trade or move funds.

How often do you sync? We sync automatically each day around 3:15 pm EST.

What gets stamped for verification? Your portfolio weights are cryptographically stamped. Copies are stored in your Stamped File Storage. Note the vBase track record is built on portfolio weights, not trade history.

Can I disconnect later? Yes. Go to Profile → Broker Integrations → IBKR → Disconnect. You can also ask us to delete your dashboard link.

Does this replace an audit? validityBase provides an independently verifiable, cryptographic validation of your IBKR track record. Many managers use this to share performance transparently and reduce reliance on costly audits for marketing.

Need help?

If you encounter issues, contact [e-mail] with:

• Your validityBase email

• IBKR account type (individual, advisor, master/sub)

• A brief description and the time you attempted the link

• Any relevant screenshots (no sensitive information)