• Home
  • Integrations
  • SSG / Interactive Brokers / Millennium Trust - How to Integrate

SSG / Interactive Brokers / Millennium Trust - How to Integrate

Learn how to seamlessly integrate services from SSG, Interactive Brokers, and Millennium Trust.

Written by Cyarah Rogotzke

Last published at: February 11th, 2026

Table of Contents

Step 1: Set Up the Integration Step 2: Add Linked Accounts

Some of our BridgeFT integrated custodians (SSG / Interactive Brokers / Millennium Trust) accept ROI requests via e-mail. This help article will walk through how to set up the integration with these custodians.

Step 1: Set Up the Integration

  1. Select your profile in the top right side of the screen, then click Integrations.

 

  1. Click Add Integration.

 

  1. Select the integration partner from the window, then click Link.

 

  1. Carefully read the integration instructions, then click Start Integration Now.

SSG

 
 

Interactive Brokers

 
 

Millenium Trust

 
 

 

  1. Follow the steps to initiate the ROI via email.

⚠️ Do not close the window

To initiate the integration request inside Income Lab, you'll need to scroll down to the bottom of the page and check I'm not a robot then click Save.

 

 

 

  1. Send an email to the custodian and CC [email protected].

Feel free to use the template below

Hi [Custodian],
I’m hoping to initiate a data feed with Bridge Financial Technology to gain access to my account data via their integration with Income Lab.
My advisor code(s) with your platform are as follows: [add advisor codes here].
I’ve copied their support team to aid in this process.
Please let me know if you need additional information to move forward.
Thank you,
[Advisor Name]

 

Once your request has been processed, the BridgeFT team will complete the configuration, and the Income Lab team will finalize the integration on the backend. 

 

  1. You will need to click the Check Status button for the integration to move from Pending to Active.

Step 2: Add Linked Accounts

  1. Once the integration is active, go to your Households and select a household.

 

  1. Edit the household by clicking the pencil icon at the top right of your Dashboard.

 

  1. On the Assets page, click Add Linked Accounts.

 

  1. On the left side, select the custodian in the Source field, and use the search bar to find your household. Then, use the drop-down icon to open and show all accounts and select the accounts you would like to link to Income Lab. Finally, click Save to finish.

 

You will now see the accounts linked under the assets list. The linked accounts will be indicated by a small icon based on the custodian.

Please reach out to your account manager or email [email protected] if you have any questions or need additional assistance.

Related Articles