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Linking broker account to your Aikido account

4. How to link your broker to Aikido Finance

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Aikido

February 2023 · 5 min read

This post is for Aikido Finance Premium Account holders who want to know more about how to link their online broker with their Aikido Finance account.

Aikido Finance offers seamless integration with Interactive Brokers (IBKR) and Alpaca (with additional brokers in the pipeline).

If you have not already set up a broker account with one of these providers, you can set one up easily. Find out more on how to open a broker account.

Connect a broker

Begin on your Aikido dashboard. Click on Add Integration under Broker Integrations.

Connect your Aikido portfolio to IBKR or Alpaca brokers for automated trading
Add integration and connect your Broker
Select either Alpaca Markets or IBKR to integrate with Aikido
Select the broker you want to integrate

Broker integration will be a quick and straightforward process for most users.

We have included some tips and common FAQ's further down.

Aikido Broker Dashboard

Once you have integrated your broker, you can check your connections at any time on the dashboard. If you click on the broker you can view all the accounts associated with the connection.

Automate your trading with Aikido, Interactive Brokers and Alpaca Markets
Broker Integrations on your Aikido Dashboard

With Alpaca you can connect one Alpaca account to one Aikido portfolio. To connect additional Aikido portfolios you will need to set up another Alpaca account.

Link your Aikido Finance portfolio to Alpaca Markets and automate your trading
You can link one Alpaca account to one Aikido portfolio

With IBKR you can have multiple sub accounts on one Master IBKR account. If you have multiple sub accounts, you can switch between them by choosing the appropriate Account ID from the dropdown on the left of the screen.

If you have created a new IBKR sub account you can click the refresh button to load and sync the subaccount with Aikido.

You can have multiple IBKR sub accounts
You can have multiple IBKR sub accounts to manage different portfolios
Start Trading with Aikido

If your brokerage account is connected successfully and the market is open, then you can create a fully-automated quantitative portfolio.

Tips for smooth broker integration
Alpaca: What to have ready

Once you have have your Alpaca username and password to hand, you are ready to go.

If you are seperately logged into Alpaca on your browser this will be even faster.

From your Aikido Finance dashboard, click on Add Integration under Broker Integrations.

Connect your Aikido portfolio to IBKR or Alpaca brokers for automated trading
Add integration and connect your Broker

Simply click Allow on the Alpaca authorization page.

It is a very fast process to integrate and authorize Aikido to integrate with Alpaca
Authorization page on Alpaca

You will immediately be returned to your Aikido dashboard where you will see Alpaca Markets listed as a Stock Broker Integration

Automated trading with Interactive Brokers and Alpaca Brokers and Aikido Finance
Successful integration! You can integrate with more than one brokerage account.
IBKR: What to have ready

You will need

  • Your IBKR username and password
  • The IBKR Mobile App downloaded and activated
  • For US customers, make sure you have an IBKR Pro account (not IBKR lite)

From your Aikido Finance dashboard, click on Add Integration under Broker Integrations.

Connect your Aikido portfolio to IBKR or Alpaca brokers for automated trading
Add integration and connect your Broker
IBKR Credentials

Enter your IBKR username and password into the two fields available.

Connect to IBKR Pro to Live Trade
IBKR Trading mode

You can switch between ‘Live Trading’ and ‘Paper Trading’ mode.

Live Trading: uses your real IBKR account – ie. real cash or margin

Paper Trading: uses a simulated IBKR account – they normally give you $100,000 to play around with.

Note. You may have different Live and Paper Trading usernames, you can view this information within the settings page in IBKR.

Automated trading with Interactive Brokers and Alpaca Brokers and Aikido Finance
Successful integration! You can integrate with more than one brokerage account.
IBKR Possible problems or error Messages

1. Incorrect Username or Password

Check that you entered your Interactive Broker credentials as opposed to Aikido account credentials.

Ensure that you are using your current password. You can verify this by logging into your Interactive Brokers account through their website.

If you have forgotten your username or password then this can be reset via the Interactive Brokers website.

2. You have the wrong type of IBKR account

You must have an IBKR Pro account to integrate with Aikido. This is the default in most regions, but in the US there is an option for IBKR Lite. If that's you, then go ahead and set up a Pro account – it’s pretty quick (and free, of course).

3. Incorrect IBKR Paper username

The IBKR username and password that you use to log in to your overall IBKR account are not necessarily the same username and password specifically used for Paper Trading. It is quick to identify if this is the case.

Log in to IBKR, click on the Settings menu that drops down under Welcome user.

Click on Welcome for the drop down Settings menu

In Account Settings look down the left hand column until you see Paper Trading Account and the account name listed.

Under Account settings you will see Paper Trading Username

Click to access the full details which will include your Paper Trading Username.

You can choose to share market data with your main account.

There is also the option to reset the password related to the paper trading username.

You will find account number & username and have the option to change password



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