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Interactive Brokers Let an AI Draft Your Trades. A Human Still Has to Click

Since June, Interactive Brokers clients can connect their account to Claude, ask it to analyse a portfolio and have it draft orders. Nothing executes until the client approves each one in a dedicated tab — the "human in the middle" approach.

On June 4, 2026, Interactive Brokers opened its brokerage accounts to Claude, the AI model from Anthropic, through Claude's certified connector marketplace, according to The Armchair Trader. Clients link their existing account with their usual login; no new account or fee is involved, and the broker says no API keys or passwords are shared with the AI provider.

Once connected, the AI can read real-time positions, orders, margin and trade history, analyse the portfolio and generate specific instructions — for example, how to cut technology exposure from 18% to a 10% target, or which positions carry the largest unrealised gain or loss. What it cannot do is trade. Instructions land in an "AI Instructions" tab on the Orders and Trades page, where the client reviews and approves each one before it is sent to the market.

At launch the tool supported stocks and ETFs with market and limit orders, with other asset classes expected to follow. Integrations with ChatGPT, Gemini and Grok were described as in development; by late July, according to BrokerChooser, Gemini support had not yet shipped.

"Investors are increasingly using artificial intelligence to research markets, analyse information and generate ideas," chief executive Milan Galik said in the announcement, calling the integration the next logical step. An industry overview by Jefferies, reported by Yahoo Finance in July, described the design as "human in the middle": a semi-automated approach that sits between the chat assistants of Schwab and the autonomous agents of Robinhood, Coinbase and eToro.

For a user, the practical difference is accountability. An approval step means every trade has a human decision attached to it, which is also how the broker keeps the AI on the right side of the rules on supervision and suitability. It is slower than an autonomous agent; it is also the model most regulators have said they are comfortable with.

Sources: The Armchair Trader — Interactive Brokers opens the door to AI agents (Jun 4, 2026); Yahoo Finance — Brokerages accelerate rollout of AI trading tools (Jul 5, 2026), citing Jefferies; BrokerChooser — Interactive Brokers opens AI connector to third-party tools, but Gemini remains off-limits (Jul 29, 2026)