Open topic with navigation

Customer Activity Monitor

You can access the IB Customer Activity Monitor (CAM) from the Report Management section of Account Management. The Customer Activity Monitor helps professional advisors and brokers quickly find and view all client activities, including the complete order history and its routing sequence. The CAM user interface displays real-time queries, audit trails and account status.

Note:  For detailed instructions on how to use the Customer Activity Monitor, see our Customer Activity Monitor Users' Guide.

Who Can Access the Customer Activity Monitor in Account Management?

Who Can Access the Customer Activity Monitor Page?

You can access this page if you are a(n):

• Advisor Master User
• Broker Master User

To access the Customer Activity Monitor from Account Management

1. Click Report Management in the left pane, then click CAM.
2. You are prompted to save the CAM installer on your computer. Save the installer, then run it to install the CAM.

3. After the CAM installation is complete, you can run it from your computer.

For more information...

• Customer Activity Monitor

Copyright