United States-based Interactive Brokers, an automated global brokerage operating across more than 170 markets worldwide, recently launched agentic trading capabilities through a direct integration with Claude, Anthropic’s AI platform.
The integration has been made accessible via Claude’s certified connector marketplace, allowing the American brokerage’s clients to link their existing “IBKR Accounts” using their standard login credentials within minutes.
“There are no additional fees involved and no requirement to open a separate brokerage account. The setup draws on the same APIs already used by many active IBKR clients for their own trading workflows, giving AI tools access to positions, open orders, trade history, margin details, and market data. Rather than sharing API keys or passwords with the AI provider, IBKR has opted for enterprise-level integration, meaning no authentication credentials are held on the client’s device,” Interactive said.
As per the company, its clients can generate trading instructions for equities and ETFs using market and limit orders, while further asset classes will be added in the coming days.
“Instructions produced by the AI will appear in a dedicated AI Instructions tab on the Orders and Trades page, where the client must review and approve each one before it is submitted to the market. Additional AI integrations with ChatGPT, Gemini, and Grok are currently working through certification with their respective platforms and are anticipated to follow shortly,” Fintech Global reported.
Through the Claude integration, Interactive’s clients will also be able to interrogate their portfolios in plain language, asking questions such as what percentage of holdings sit in a particular sector, which position carries the largest unrealized gain or loss, or what trades would be needed to rebalance toward a target sector weighting.
Stating that the Claude integration sits alongside a broader suite of AI-powered tools already embedded within IBKR’s platforms, CEO Milan Galik said, “Interactive Brokers has used technology for over four decades to help investors make more informed decisions and interact more efficiently with markets.”
“Investors are increasingly using artificial intelligence to research markets, analyze information, and generate ideas. 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,” he concluded.