By Sachin Mohan · AIM Media House
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.
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