How to set up sFTP for using Certificate Authentication on macOS

Those 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.

Note: There are many sFTP Clients available for macOS, either licensed or freeware. In this procedure we will refer to FileZilla, which is free of charge, but you can use a different one. FileZilla for macOS can be downloaded here.

1. Once you have installed FileZilla, launch it.

2. Click on File in the top left and select Site Manager:

3. If you see an existing Interactive Brokers sFTP site in the list, jump directly to point 6. If you do not have such site configured yet, Click New Site and select SFTP – SSH File Transfer Protocol as Protocol:

4. Change Logon Type from Normal to Key File and click on Browse to select the corresponding Private Key file from the designated directory where it is saved.

5. Enter:
  • xfer.interactivebrokers.com in the Host field.
  • 32 in the Port field.
  • The username given you by Interactive Brokers in the User field.

6. Click Connect. Once successfully connected, you will be able to drag files from the Remote site (right side panel) to the Local machine (left side panel). In this way you will download the files on your local machine.

 

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