To Establish a Datafeed from Interactive Brokers to BillFin

To Establish a Datafeed from Interactive Brokers to BillFin

IB customers just need to do the following to have data shared with BillFin.

Email reportingintegration@interactivebrokers.com.  Include:

Your Account #
Request the BillFin feed
Request historical files if needed (- IB can easily provide requested historical data. So if you bill using transaction adjustments or average daily balances, you would want to request data back to the beginning of the billing period you are wanting to bill first in BillFin.)