The enhancements and modifications below are available as of July 16, 2009.
Advisor and Broker Masters can create client account templates in Account Management to save and re-use application information for new client accounts. Client account templates let you enter information such as entity type, base currency and trading permissions, then quickly add that information to a client account application without having to re-enter the same information for multiple applications.
You create client account templates on the new Client Account Templates page in the Account Administration section of Account Management.
For more information, see the Client Account Templates topic in the Account Management Users' Guide.
The account application sequence for fully electronic and semi-electronic applications has been changed. The applicant information now precedes the account configuration information.
Account aliases are no longer set in Trader Workstation. The account aliases you set in Account Management are now applied to Trader Workstation. For information on how to set Account Aliases in Account Management, see the Account Alias topic in the Account Management Users' Guide.
The Funds Management screens used to check the status of deposits, transfers and withdrawals; set up fund transfers; and create bank and settlement instructions for cash and position transactions in Account Management have been changed for all new institutional accounts. The Funds Status; Deposits and Inbound Transfers; Withdrawals and Outbound Transfers; Internal Transfers; and Pending Requests pages have been removed from Funds Management in Account Management. Their functions can now be found on these new pages in Funds Management:
- Cash Transfers - View the funds status of your account, including cash balance and cash available for withdrawal; initiate deposit notifications, withdrawals and internal fund transfers; and create, edit and delete bank instructions for ACH deposits and withdrawals initiated by IB, Canadian EFT deposits initiated by IB, and bank or broker wire cash withdrawals.
- Position Transfers – Transfer positions to and from your IB account, including position transfers between master and sub accounts.
- View Transaction History – View cash transactions, position transfers and bank instructions from the past 45 days for your account or for a client or sub account that you manage.
For more information, see the Funds and Banking page.
For Individual accounts, there is now a separate Internal Funds Transfer transaction type available on the Cash Transfers page. In previous releases, internal funds transfers were available from the Withdrawal Method dropdown list.
For more information, see the Funds and Banking page.
Fully Disclosed Brokers can now enter wire and check deposit notifications for their client accounts.
Customers whose country of legal residence is Thailand can only do a wire withdrawal to a bank in Thailand or a check withdrawal to an address in Thailand.
Fund Advisors can now view the trading configuration in Account Management for hedge and mutual funds that they manage. Previously, Fund Advisors could not view this information.
For more information on Trading Configuration, see the Trading Configuration topic in the Account Management Users' Guide.
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