Looking to migrate from Morningstar Office? [Learn more.](/content/l/morningstar-office/index.html)

Capitect

Interactive Brokers Group affiliates provide automated trade execution and custody of securities, commodities, foreign exchange, and forecast contracts around the clock on over 160 markets in numerous countries and currencies from a single unified platform to clients worldwide. IB serves individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers.

## Data into Capitect

- Accounts
- Daily balances
- Daily positions
- Daily transactions

## Data from Capitect

- Management fee file

## Instructions

Reach out to [reportingintegration@interactivebrokers.com](mailto:reportingintegration@interactivebrokers.com) to set up your data feed.