How to Set Up sFTP for Using Certificate Authentication on Windows

These instructions apply to users who are receiving their statements via sFTP. If you elected to receive your statements in that way, you would first need to generate an RSA Key pair. If you need guidance to set up the Key pair please refer to this article, which is a prerequisite to the instructions below.

1. Start WinSCP.

2. Click on Session and select New Session.

3. If you see an existing Interactive Brokers sFTP site in the list, select it and jump directly to point 5. If you do not have such site configured yet, enter:
  • xfer.interactivebrokers.com in the Host name field.
  • 32 in the Port number field.
  • The username provided to you by Interactive Brokers in the User name field.

Select SFTP as File protocol:

4. To ensure the session is using the appropriate Private Key file, Click Advanced > Authentication. Verify that the Private Key file field has the appropriate Key file selected. Click OK.

5. Click Login to connect with the sFTP host and retrieve reports in clear text.

6. Drag documents from the right side panel (sFTP host site) to the left side panel (local machine host).

 

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