I am having trouble linking my Interactive Brokers account

Interactive Brokers utilizes three different forms of secondary authentication. Users are required to clear one of these to successfully aggregate their Interactive Brokers accounts with Personal Capital:

 1. Security Code Card
An "index number" is displayed on Personal Capital. You will have to enter the corresponding value for that index number from your security card. For more information, please consult Interactive Brokers' relevant support article.

2. Digital Security Card
A 6-digit "challenge code" is displayed on Personal Capital. You will have to use this code in conjunction with your Digital security card to generate the required 8-digit code to aggregate your account. For more information, please consult Interactive Brokers' relevant support article.

3. IB Key Application
A notification will be sent to your mobile device (that is registered with Interactive Brokers.) You will need to authenticate twice (through the Interactive Brokers Key Mobile Application) and once through through the the aforementioned "challenge code" method to clear this form of secondary authentication. For more information, please consult Interactive Brokers' relevant support article.


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