Integration Page
I
Banking
Plaid
Clarity helps Interactive Brokers - US customers monitor balances, merchant spending, and recurring bills while keeping full cash flow context visible.
Connect Interactive Brokers - US to Clarity and get a real-time view of every deposit, withdrawal, and recurring charge. Our expense tracker categorizes transactions automatically so you can build a budget that actually reflects how you spend — no manual data entry required.
With Interactive Brokers - US synced to your net worth dashboard, your cash balances update alongside investments, crypto, and property in a single consolidated view. Clarity's cash flow monitoring highlights spending trends week over week, helping you spot subscription creep and redirect savings toward your goals.
Clarity pulls in your Interactive Brokers - US data through a secure, read-only connection powered by Plaid. Bank-level encryption keeps your credentials safe while automatic daily syncs ensure your personal finance dashboard is always up to date.
Provider
Plaid
Category
Banking
Website
interactivebrokers.comInstitution data sourced from Plaid with bank-specific mapping.
Step-by-step guide to connect Interactive Brokers - US and start tracking in Clarity.
Create a Clarity account
Sign up with your email or Google account. No credit card is required to start connecting accounts.
Open the Connect page and select your institution
Navigate to the Connect page, search for your bank or brokerage, and select it from the Plaid-powered institution list.
Authenticate with your institution
Log in with your institution credentials through Plaid Link. Clarity never sees or stores your banking password.
Choose accounts to track and sync
Select checking, savings, credit, or investment accounts. Clarity pulls balances, transactions, and holdings automatically.
Account balances
Current and available balances for checking, savings, credit, and loan accounts.
Transactions
Up to 730 days of transaction history with merchant names, categories, and amounts.
Investment holdings
Securities, positions, and cost basis for brokerage and retirement accounts.
Investment transactions
Buy, sell, dividend, and transfer activity for the last 2 years.
Liabilities
Credit card, mortgage, and student loan balances with APR and payment details.
Recurring streams
Automatic detection of recurring inflows and outflows like payroll and subscriptions.
Tokenized access
Clarity connects through Plaid using tokenized access. Your banking credentials are never sent to or stored by Clarity.
Read-only permissions
Plaid connections are read-only. Clarity can view balances and transactions but cannot initiate transfers or payments.
Bank-grade encryption
All data in transit uses TLS 1.2+. Stored tokens and account data are encrypted at rest with AES-256.
95%
Sync success rate
96%
Availability
8m
Median refresh
Reliability tier
default baseline
Yes. Clarity supports Interactive Brokers - US tracking with account-level and net worth context in one dashboard.
You can monitor balances, account activity trends, and how Interactive Brokers - US impacts your broader financial picture.
Yes. This page is designed for people searching Interactive Brokers - US tracking and integration workflows.
Clarity uses read-only access through trusted providers like Plaid, CCXT, and Alchemy. Your Interactive Brokers - US credentials are never stored on our servers, and all data is protected with bank-level encryption.
Yes. Clarity automatically categorizes your Interactive Brokers - US transactions and detects recurring charges so you can monitor spending patterns without manual entry.
What Is Short Selling? Mechanics, Risks, and GameStop
Short selling means profiting when a stock falls — but with unlimited loss potential. Here's how it works, why short squeezes happen.
What Are Options? Calls, Puts, and How They Work
Options give you the right to buy or sell a stock at a specific price. Here's how calls and puts work, basic strategies, and why most beginners lose money.
What Is a Brokerage Account? Types, Fees, and How to Open One
A brokerage account lets you buy stocks, ETFs, bonds, and crypto. Here's how they work, the difference between taxable and retirement accounts.
What Is Margin Trading? Leverage, Margin Calls, and Risks
Margin trading lets you borrow money from your broker to buy more securities. Here's how leverage works, what triggers a margin call.
Open the read-only demo to see how Clarity handles accounts, transactions, and portfolios with realistic sample data.