IBKR Flex Query setup: Token, Query ID and auto sync

When to use Flex Query

Use manual Activity Statement XML exports for occasional review. Use Activity Flex Query when you want recurring NAV, holdings, trades, dividends, fees, tax and FX analytics.

Setup checklist

1. Create an Activity Flex Query in Client Portal.
2. Use XML output and include positions, trades, cash, dividends, withholding tax, fees, FX rates, NAV and corporate actions.
3. Save the query and copy its Query ID.
4. Enable Flex Web Service and copy the Token.
5. Paste the Query ID and Token into IB Dashboard auto sync settings.

Security notes

Treat your Token like a credential. Do not post it in chat, screenshots or public repositories. Rotate it if you suspect exposure.