Interactive Brokers Lets Clients Trade Through Claude

Interactive Brokers announced on June 1, 2026 that clients can now connect Claude directly to their brokerage accounts, researching markets, analyzing portfolio positions, and generating trade instructions through natural language, with the client approving every order before it executes.

The integration is available through Claude's certified connector marketplace. Clients link their existing IBKR account using their standard login in minutes. There are no additional costs and no need to open or fund a separate account, said the company.

The integration draws on the same APIs that active IBKR users have built their own trading processes on, meaning the full range of account data, market data, and order functionality that professional users access programmatically is now accessible through a conversational AI interface, according to the press release.

"Investors are increasingly using artificial intelligence to research markets, analyze information and generate ideas," said Milan Galik, CEO of Interactive Brokers. "We believe the next logical step is to allow clients to securely connect AI tools directly to their brokerage accounts — whether they want a simple conversational interface, deeper portfolio analysis or the ability to develop and execute sophisticated trading strategies."

The Human-in-the-Middle Architecture

The most significant design decision in the integration is the human-in-the-middle requirement. AI-generated trade instructions appear in a dedicated AI Instructions tab on the Orders and Trades page across all IBKR platforms. The client sees the instruction, reviews it, and approves its submission as an order. The AI does not execute autonomously.

That design choice reflects the regulatory and liability reality of brokerage AI. An AI that can analyze a portfolio and suggest that healthcare exposure should increase to 15%, calculate the exact dollar amount required to reach that target, and generate the corresponding buy order is a powerful tool.

An AI that can then execute that order without human confirmation is a different product entirely, one that carries compliance obligations, audit trail requirements, and client protection considerations that the integration deliberately sidesteps by requiring approval at the point of execution, according to the press release.

The security architecture reinforces that approach. IBKR chose enterprise-level integration in which no API keys or passwords are shared with the AI provider and no authentication credentials are stored on the client's computer, a more secure design than alternative setups that require credential sharing between the brokerage and the AI platform.

At launch, clients can ask Claude questions about portfolio composition, unrealized gains and losses, sector weightings, and rebalancing requirements, receiving answers grounded in their own live account data rather than general market information.

They can also generate specific trade instructions tied to that analysis: reducing technology exposure from 18% to a 10% target weight, or bringing healthcare up to 15% of the portfolio.

The integration currently supports equities and ETFs with market and limit orders. Additional asset classes are expected within a week of launch. ChatGPT, Gemini, and Grok integrations are undergoing certification and are expected to follow.

The Claude integration sits alongside IBKR's existing AI tools. AI Screeners for natural language stock screening across more than 70,000 global equities, Investment Themes for sector and trend discovery, and AI News Summaries filtered to the stocks and sectors in each client's portfolio.