The integration is accessible to all existing Interactive Brokers (IBKR) clients through Claude's certified connector marketplace . Rather than operating as a simple chatbot, the connection enables an agentic workflow where the AI actively works within the context of the user's portfolio and the broker's extensive market access. Clients can use natural-language conversations to:

• Research stocks and analyze market opportunities
• Review portfolio positions and analyze performance
• Monitor risk metrics
• Draft actual trade instructions for review

The system covers more than 170 global markets, leveraging the same underlying infrastructure and APIs that many active traders already use for their custom algorithmic strategies .

Account Linking and Security

The setup process is designed for speed and security. Clients link their existing IBKR brokerage accounts directly through the Claude connector marketplace, a process that typically takes just a few minutes . Critically, the authentication uses an enterprise-level OAuth-protocol, meaning users log in with their standard IBKR credentials but never share API keys or passwords with the AI platform .

Interactive Brokers has emphasized that the connection is built on secure, API-based access designed to keep authentication entirely within its own controlled environment . There is no need to open a separate brokerage account, no additional fees, and no technical configuration required .

The "Human-in-the-Middle" Trade Approval Process

The central design principle of this launch is absolute client control. Unlike fully automated algorithmic systems, the Claude integration is built around a mandatory approval workflow. Here's exactly how it works in practice:

1. Client Inquiry: An investor asks Claude to analyze a specific market opportunity or review their portfolio.
2. AI Draft: Based on the analysis, Claude drafts a trade instruction. At launch, the integration is specifically generating instructions for equities and ETFs, supporting market and limit orders .
3. Client Review: The draft order is presented to the client for a full review. Nothing is automatically submitted.
4. Final Approval: The client must actively choose to approve, modify, or reject the trade. Only after explicit client approval is the instruction sent to Interactive Brokers' execution systems .

The AI provides the draft, but the human remains the final and necessary decision-maker. As one report put it, the system lets the AI "line up the trades" but a human still has to "press the button" .

Supported Order Types and Asset Classes

While the Claude integration is designed to leverage Interactive Brokers' full trading infrastructure, the press release specifies an initial focus. At launch, the AI can generate instructions for equities and ETFs, specifically using market and limit orders .

It's essential to place this in the context of IBKR's broader platform. The brokerage natively supports over 100 order types, one of the most extensive selections in the industry, covering everything from basic market and stop orders to complex algorithms like VWAP, TWAP, and adaptive algos . It also supports trading across a wide range of asset classes, including options, futures, forex, bonds, and mutual funds . While Claude's capabilities are starting with a focused set of instruments and order types, the integration is built on the same API framework that can, in principle, be expanded to support the full scope of the platform .

What CEO Milan Galik Said

Milan Galik, President and CEO of Interactive Brokers, framed the move as an evolution of investor choice, not a replacement of investor judgment.

"We're not just giving investors tools; we're giving them the ability to choose how they interact with their financial world — whether through our platform, an API, or an AI agent. Our integration with Claude puts investors in control, enabling them to harness the power of AI to make more informed decisions while retaining final authority over every trade."

A Multi-Platform AI Strategy is Next

This Claude integration is not a one-off experiment. Interactive Brokers has made it clear that this is the first step in a broader, multi-platform AI strategy. The company's official AI integrations page indicates they are building toward support for multiple AI assistants .

Specifically, CEO Milan Galik has confirmed that integrations with Google Gemini and OpenAI ChatGPT are expected to follow the Claude launch, although no specific timelines have been announced . This signals a clear intention to make advanced AI agent access a standard feature, allowing investors to use the AI model of their choice to interact with their portfolios.

The integration is accessible to all existing Interactive Brokers (IBKR) clients through Claude's certified connector marketplace . Rather than operating as a simple chatbot, the connection enables an agentic workflow where the AI actively works within the context of the user's portfolio and the broker's extensive market access. Clients can use natural-language conversations to:

• Research stocks and analyze market opportunities
• Review portfolio positions and analyze performance
• Monitor risk metrics
• Draft actual trade instructions for review

The system covers more than 170 global markets, leveraging the same underlying infrastructure and APIs that many active traders already use for their custom algorithmic strategies .

Account Linking and Security

The setup process is designed for speed and security. Clients link their existing IBKR brokerage accounts directly through the Claude connector marketplace, a process that typically takes just a few minutes . Critically, the authentication uses an enterprise-level OAuth-protocol, meaning users log in with their standard IBKR credentials but never share API keys or passwords with the AI platform .

Interactive Brokers has emphasized that the connection is built on secure, API-based access designed to keep authentication entirely within its own controlled environment . There is no need to open a separate brokerage account, no additional fees, and no technical configuration required .

The "Human-in-the-Middle" Trade Approval Process

The central design principle of this launch is absolute client control. Unlike fully automated algorithmic systems, the Claude integration is built around a mandatory approval workflow. Here's exactly how it works in practice:

1. Client Inquiry: An investor asks Claude to analyze a specific market opportunity or review their portfolio.
2. AI Draft: Based on the analysis, Claude drafts a trade instruction. At launch, the integration is specifically generating instructions for equities and ETFs, supporting market and limit orders .
3. Client Review: The draft order is presented to the client for a full review. Nothing is automatically submitted.
4. Final Approval: The client must actively choose to approve, modify, or reject the trade. Only after explicit client approval is the instruction sent to Interactive Brokers' execution systems .

The AI provides the draft, but the human remains the final and necessary decision-maker. As one report put it, the system lets the AI "line up the trades" but a human still has to "press the button" .

Supported Order Types and Asset Classes

While the Claude integration is designed to leverage Interactive Brokers' full trading infrastructure, the press release specifies an initial focus. At launch, the AI can generate instructions for equities and ETFs, specifically using market and limit orders .

It's essential to place this in the context of IBKR's broader platform. The brokerage natively supports over 100 order types, one of the most extensive selections in the industry, covering everything from basic market and stop orders to complex algorithms like VWAP, TWAP, and adaptive algos . It also supports trading across a wide range of asset classes, including options, futures, forex, bonds, and mutual funds . While Claude's capabilities are starting with a focused set of instruments and order types, the integration is built on the same API framework that can, in principle, be expanded to support the full scope of the platform .

What CEO Milan Galik Said

Milan Galik, President and CEO of Interactive Brokers, framed the move as an evolution of investor choice, not a replacement of investor judgment.

"We're not just giving investors tools; we're giving them the ability to choose how they interact with their financial world — whether through our platform, an API, or an AI agent. Our integration with Claude puts investors in control, enabling them to harness the power of AI to make more informed decisions while retaining final authority over every trade."

A Multi-Platform AI Strategy is Next

This Claude integration is not a one-off experiment. Interactive Brokers has made it clear that this is the first step in a broader, multi-platform AI strategy. The company's official AI integrations page indicates they are building toward support for multiple AI assistants .

Specifically, CEO Milan Galik has confirmed that integrations with Google Gemini and OpenAI ChatGPT are expected to follow the Claude launch, although no specific timelines have been announced . This signals a clear intention to make advanced AI agent access a standard feature, allowing investors to use the AI model of their choice to interact with their portfolios.