{"id":189853,"date":"2023-05-04T11:38:31","date_gmt":"2023-05-04T15:38:31","guid":{"rendered":"https:\/\/ibkrcampus.com\/?post_type=trading-lessons&#038;p=189853"},"modified":"2024-01-24T14:29:50","modified_gmt":"2024-01-24T19:29:50","slug":"getting-started-with-advisor-portal","status":"publish","type":"trading-lessons","link":"https:\/\/www.interactivebrokers.com\/campus\/trading-lessons\/getting-started-with-advisor-portal\/","title":{"rendered":"Getting Started with Advisor Portal"},"content":{"rendered":"\n<p>This course is designed to review Interactive Brokers\u2019 turnkey Client Relationship Management (CRM) solution for financial advisors and RIAs. This introductory lesson will review the basics of navigating the IBKR Advisor Portal and future lessons will review the specific tools more in-depth.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-access-ibkr-s-advisor-portal\">How to Access IBKR&#8217;s Advisor Portal?<\/h2>\n\n\n\n<p>Advisors can login to the Advisor Portal from IBKR\u2019s home page and clicking Log In in the upper right corner, then Portal Login from the drop-down menu. After entering their username, password and verifying with their Two-Factor Authentication device, the advisor will be redirected to the Home Dashboard of the Advisor Portal.<\/p>\n\n\n\n<p>By clicking the Notification bell icon in the upper right corner, advisors can view Pending Items relating to their master account, corporate actions, messages, and FYI Notifications.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-navigate-the-menu-in-advisor-portal\">How to Navigate the Menu in Advisor Portal?<\/h2>\n\n\n\n<p>The main navigation menu can be opened by clicking the Menu icon in the upper corner. If a tab has a plus sign to the right of it, then it can be expanded to see more menu options within that category.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The <strong>Home<\/strong> page provides access to manage client information and the onboarding process quickly and easily for new accounts.<\/li>\n\n\n\n<li>The <strong>Contacts<\/strong> page allows financial advisors to add, sort, edit, and export contact information of existing and prospective clients.&nbsp;<\/li>\n\n\n\n<li><strong>Administration &amp; Tools <\/strong>menu contains CRM tools such as configuring billing &amp; fees, creating Households, viewing clients\u2019 risk scores, managing calendar events, and many more.<\/li>\n\n\n\n<li>The <strong>Trade<\/strong> menu in Advisor Portal allows access for advisors to trade any available products such as stocks, options, futures, crypto, and many more. Advisors can also view orders &amp; trades, exercise options, convert currency, and close positions. Note that tools such as Models, Rebalance Portfolio and creating groups of accounts for trading are only accessed in the Trader Workstation or TWS. For more information, please see our dedicated TWS course.<\/li>\n\n\n\n<li><strong>PortfolioAnalyst<\/strong> is a powerful analytical tool that consolidates, tracks, and analyzes the client\u2019s complete financial performance.<\/li>\n\n\n\n<li><strong>Reporting<\/strong> menu tab has access to IBKR\u2019s robust reporting features including standard Statements, Flex Queries, Tax Documents and more.<\/li>\n\n\n\n<li>The <strong>Research<\/strong> menu contains the ability to create watchlists, configure market scanners, access the Fundamentals Explorer, and other research and news tools.<\/li>\n\n\n\n<li><strong>Transfer &amp; Pay <\/strong>menu in Advisor Portal provides resources to transfer funds, transfer positions, monitor transaction status and history, and more.<\/li>\n\n\n\n<li><strong>Education<\/strong> menu has links to all the educational resources including short videos, Traders\u2019 Insight, podcasts, webinars and the IBKR Forum. The IBKR Forum is designed to promote dialogue among IBKR clients where they can post observations, ideas, articles, and questions to which other clients can respond, resulting in a useful online exchange for the benefit of all.<\/li>\n<\/ul>\n\n\n\n<p>In the upper right corner of the Advisor Portal is the <strong>Head &amp; Shoulders icon<\/strong>. From this icon, the advisor can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Access their Account &amp; User Settings<\/li>\n\n\n\n<li>Change the language of Advisor Portal<\/li>\n\n\n\n<li>Turn on or off accessibility features<\/li>\n\n\n\n<li>Switch between Light and Dark mode<\/li>\n\n\n\n<li>Enable Wide Layout to maximize efficiency on larger screens and monitors<\/li>\n\n\n\n<li>And log out.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-are-there-support-resources-in-advisor-portal\">Are there support resources in Advisor Portal?<\/h2>\n\n\n\n<p>Next to the Head &amp; Shoulders icon is the <strong>Help<\/strong> menu with access to Frequently Asked Questions, the Support Center, and the opportunity to provide feedback on the portal functionality and features.<\/p>\n\n\n\n<p>Additionally, throughout the Advisor Portal, there are blue question mark icons that provide contextual help designed to give the advisor quick answers while working in a particular section of the portal.<\/p>\n\n\n\n<p>Now that we have reviewed the basics of navigating Advisor Portal, the following lessons in this course will dive into the key functionality pertaining to onboarding clients, configuring automatic billing, generating reports, and more.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Resources<\/strong><\/p>\n\n\n\n<p><a href=\"https:\/\/ibkrguides.com\/advisorportal\/home.htm\">Advisor Portal User Guide<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/www.interactivebrokers.com\/en\/index.php?f=46912\">Advisor Welcome Center<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>IBKR\u2019s Advisor Portal is our free and powerful CRM platform, which serves as a one-stop destination to manage clients, access reporting features, client billing, and more. This lesson will introduce how to navigate the Advisor Portal.<\/p>\n","protected":false},"author":899,"featured_media":189856,"parent":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"contributors-categories":[13576],"traders-academy":[13125,13128,13132],"class_list":{"0":"post-189853","1":"trading-lessons","2":"type-trading-lessons","3":"status-publish","4":"has-post-thumbnail","6":"contributors-categories-interactive-brokers","7":"traders-academy-beginner-trading","8":"traders-academy-level","9":"traders-academy-trading-lesson"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Archives | Traders&#039; Academy | IBKR Campus<\/title>\n<meta name=\"description\" content=\"IBKR\u2019s Advisor 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