{"id":178846,"date":"2021-04-28T12:35:00","date_gmt":"2021-04-28T16:35:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/glossary-terms\/account-management\/"},"modified":"2026-07-21T16:11:57","modified_gmt":"2026-07-21T20:11:57","slug":"account-management","status":"publish","type":"glossary-terms","link":"https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/account-management\/","title":{"rendered":"Account Management"},"content":{"rendered":"\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"700\" height=\"394\" data-src=\"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2021\/04\/acct-mgmt-700x394.jpg\" alt=\"account management\" class=\"wp-image-225853 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2021\/04\/acct-mgmt-700x394.jpg 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2021\/04\/acct-mgmt-1100x619.jpg 1100w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2021\/04\/acct-mgmt-300x169.jpg 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2021\/04\/acct-mgmt-768x432.jpg 768w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2021\/04\/acct-mgmt-1536x864.jpg 1536w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2021\/04\/acct-mgmt.jpg 1920w\" data-sizes=\"(max-width: 700px) 100vw, 700px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 700px; aspect-ratio: 700\/394;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-50\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/ndcdyn.interactivebrokers.com\/mkt\/?src=glossGenAcc&amp;url=%2FUniversal%2FApplication\" target=\"_blank\" rel=\"noreferrer noopener\">Open Account<\/a><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">IBKR&#8217;s electronic system that lets clients configure and manage their IBKR account from a single window. Log in to your account from the Login menu on the IBKR&nbsp;website for access to reporting, funding, account configuration, trading, security and client service functions. For detailed information about using Client Portal, see the&nbsp;Client Portal Users&#8217; Guide.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>IBKR&#8217;s electronic system that lets clients configure and manage their IBKR account from a single window. 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