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Automate FTP & SFTP transfers for Interactive Brokers files

Couchdrop allows teams to receive IBKR files over FTP/SFTP and route them into cloud platforms or other systems

Category

Finance & Capital Markets

Type

Platform

Integrate Interactive Brokers with Couchdrop

How it works

Investment operations teams often need broker files for processes like reconciliations, portfolio reporting, and compliance. Interactive Brokers (IBKR) supports transferring files via FTP and SFTP, and Couchdrop can receive files through either protocol directly into a storage endpoint. 

Couchdrop can collect recurring IBKR files, organize them into your systems, and push copies to downstream tools for next steps. Automations not only reduce the need for manual downloads, but workflows can also automate file handling and distribution processes. 

Capabilities

  • Receive IBKR files via SFTP or FTP
  • Automate secure file transfers and file handling, including pushing files to other systems

Getting started

Couchdrop can connect with Interactive Brokers FTP/SFTP once the relevant file delivery or collection methods have been enabled.

  1. Create a storage connection and choose the directory you want to use as the destination for IBKR files
  2. Configure IBKR FTP/SFTP access for the required file or feed outputs.
  3. Set up automations to receive, route, archive, and/or push files to other systems

More info

View docs