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Delivery Settings

The Delivery Settings page lets you set up notification preferences for Activity Statements and Daily Trade Reports, and your preferred method for your customized Activity Statements, Activity Flex Queries and Trade Confirmation Flex Queries. You will only see Activity Statement Flex and/or Trade Confirmation Flex sections of the page if you have created Flex queries. Non-disclosed Broker Masters can also specify delivery settings for client statements.

Who Can Access the Delivery Settings Page?

To enter notification and delivery settings

Click Report Management in the left pane, then click Delivery Settings.
Set your Activity Statement and Trade Confirmation report notification preferences:

For Daily Trade Reports, select the Email Notification with Statement check box to receive notification with the actual report via email, and/or the Customer Service Message Center check box to receive notification in the Customer Service Message Center. Email Notification Only is not available for Trade Confirmations.
For Activity Statements, select your preferred method of notification by clicking the radio button for Email Notification Only, Email Notification with Statement or Customer Service Message Center.

Registration is immediate upon submitting the page, and you will receive daily statements beginning the next business day, and monthly statements within the first week following the end of the month.

Select your preferred delivery method and enable delivery for each customized statement and/or Flex Query that you have created. Note that if you have not created any customized statements or Flex Queries, these sections do not appear on the Delivery Settings page.

Select Email or FTP as the Delivery Mode.
Click the Encryption check box to encrypt your statements.

Note: You must request FTP delivery and Encryption to enable those options. Contact your IB Sales Representative to make these requests.

For each statement or Flex Query listed, click the Enable Delivery check box to enable delivery using the selected delivery mode.

Note: Although email and FTP delivery methods are available, IB recommends that Advisors and Brokers choose FTP as their delivery method for customized statements with ALL accounts selected on the Activity Statements page. Advisors and Brokers who select email as the delivery method for customized statements with ALL accounts selected, you will get an emailed statements for each client or subaccount.

If you are a Broker Master with non-disclosed clients, specify delivery settings for your client accounts in the Statement Delivery section:

FTP is the default Delivery Mode. You must send a request to IB to enable FTP delivery.
Select a language from the Language drop-down.

While IB uses English as the default language for Activity Statements for legal purposes, you have the option of selecting a different language. If you select a different language, IB will provide statements in two languages, English, and your selected language.
Select the Enable Delivery check box to enable delivery of Daily and Monthly Client Activity Statements to the Master account. Daily statements are delivered only when there is activity in the client account.

Enable SMS (Short Message Service) to receive alerts on your mobile telephone. This option is only available if you have set up a valid SMS address on the Alert Notification page in the Trading Access menu.

Click Submit.

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