Back to brokers & apps

Renewing your IBKR token

Your Interactive Brokers token expires once a year. When it does, Sharesight will stop syncing your trades until you renew it. This guide explains how to identify expiry and renew your token in a few steps.

How to know your token has expired

You'll be notified in three ways:

  • Sharesight shows "Token is expired" in your transaction log (Settings > Integrations > Transaction log)
  • Sharesight sends you an email — "Your Sharesight connection to Interactive Brokers has expired and requires renewing"
  • Your Interactive Brokers account shows the token expiry date under Third-Party Services.

Why does the token expire?

A Token API is a secured digital system that allow Sharesight to access a buy or sell transactions in a customer’s Interactive Brokers account.

Token expiry is a security measure — similar to periodically changing your password. It ensures unauthorised parties cannot maintain ongoing access to your account.

How to renew your token

In Interactive Brokers:

  1. Log in to the IBKR portal
  2. Go to Performance & Reports > Third-Party Reports
  3. Click the gear icon next to Third-Party Services
  4. Select Sharesight
  5. Select the Expired — renew token option
  6. Copy your new token

In Sharesight:

  1. Go to Account > Connections
  2. Click Edit connection next to Interactive Brokers
  3. Paste the new token and click Save

What happens to trades while the token is expired?

Any trades made during the period the token was expired will not be automatically imported. Once renewed, all missing trades will automatically synced.

Still need help?

If your token is renewed but trades are still not syncing, contact our support team.