Interactive Brokers enhances Advisor Portal

Digital buying and selling main Interactive Brokers continues to reinforce its companies, with Advisor Portal getting a set of enhancements.

The portal now features a new Transaction Historical past web page underneath Efficiency and Reporting, permitting purchasers to view all their transactions in a single place while not having to run an exercise assertion. This function gives a extra complete view than the present web page, which solely reveals place and money transfers.

Interactive Brokers has launched the power for US Skilled registered advisors to supply sure purchasers with a short lived password. Eligible advisors can entry the instrument from the Help web page in Advisor Portal.

Key factors:

This instrument solely helps offering password help to sure purchasers. It does NOT permit the advisor to supply safety gadget help.

By default, solely the first grasp consumer has the Consumer Safety entry proper.

Extra customers might want to have the entry rights assigned. This proper is positioned on the Consumer Administration Entry web page within the Person Configuration screens.

Shoppers should both have a verified cell quantity or be enrolled in IB Key to qualify. Shoppers who should not eligible can be required to name in to IBKR for speedy help.