Description: If you've encountered difficulties with reconnecting/re-linking your Interactive Brokers account with Tradezella, the following are some common reasons and solutions to help resolve these issues.
Issue 1: Reconnection Prompts
Problem: If you face repetitive prompts to reconnect your IBKR account.
Solution: Ensure that your Flex Token has an activation period of 365 days.
To check this setting:
Log in to your IBKR account.
Go to Settings > Flex Web Service.
Confirm your Flex Token's activation period is set to 365 days. If it's less, generate a new token with the correct duration. This helps in maintaining a continuous sync without interruptions.
Issue 2: Error Message during Reconnection
Problem: An error message "Wrong CSV export settings. Check again CSV export configuration in IBKR" appears after reconnection attempts. Or, your IBKR account gets connected, but trades don't import into Tradezella. (Check the Import history page in Tradezella)
Solution: Check your Activity Flex Query settings for your account:
Navigate to "Performance and Statements > Flex Queries" from the main menu.
Under the "Flex Queries > Activity Flex Query" section, locate the query you used for Tradezella sync.
After locating the query you used for Tradezella sync, Click on the Pencil(Edit) icon to see the configuration of the Activity Flex query and ensure your configuration matches these settings:
In Query > Sections, choose 'Trade' and inside 'Trade,' select 'Execution' and then 'Select All.'
Verify the correct Delivery Configuration and General Configuration. Correct configurations are shown in the screenshot below.
If any configurations like date format or any other query configurations don't match what is shown and described above, please edit the existing query or create a new query and make sure accurate configurations are selected as displayed in the screenshot provided.
Additional Assistance
If these steps don't resolve the issue:
Reach out to our customer support team.
Provide screenshots of your Flex Token activation period and the complete query configuration.
Our support team will further assist you in resolving the issue.
We hope this guide helps address any syncing issues with your IBKR account in Tradezella. If you need any more help, don't hesitate to reach out to our support team.