Live Webinars

We offer an extensive program of trader webinars.

You can watch, listen, and ask questions from your home or office computer as our webinar instructors clearly describe our technology, trading, and markets around the world. Our webinars are available for Windows and Mac based computers and do not require any prior download of special software. When registering for a webinar, you will be given instructions on how to attend.






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IBKR Orientation December 13, 2018 12:00 ET

Welcome to Interactive Brokers! With your IB account activated, you have a world of trading opportunities at your finger tips. So, what are your next steps? How do you locate the tools and resources you will need to get you up and trading as quickly as possible? Join us for an orientation session on getting started with IBKR!

Skill Level: Introductory

Speaker: Cynthia Tomain, Interactive Brokers


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TWS Introduction - Mosaic January 3, 2019 12:00 ET

Our redesigned Trader Workstation now offers a fresh, easy-to-use interface that provides customers with out-of-the-box functionality in a pre-formatted workspace. Get direct access to standard trading and order management functionality, live quotes, technical research and fundamental analysis. The Mosaic workspace provides intuitive order management including the Portfolio window for at-a-glance account summary and position detail, the Order Entry window to create and transmit orders, and the Order Monitor to track or modify your trades. This workspace integrates seamlessly with your favorite Trader Workstation tools.

Skill Level: Introductory

Speaker: Cynthia Tomain, Interactive Brokers


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TWS Option Chains - Mosaic January 4, 2019 12:00 ET

The Mosaic Option Chains offer a scaled-down version of features found in the advanced TWS OptionTrader tool. The Option Chains are designed to fit into the tiled Mosaic workspace while still providing relevant option chain data and trading capability.

Skill Level: Introductory

Speaker: Cynthia Tomain, Interactive Brokers


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Account Management January 7, 2019 12:00 ET

IB's Account Management system has been redesigned from the ground up! Whether you are viewing this secure platform on a desktop, laptop, tablet or smart phone you are going to see the same application – responsive to the device you are using!

The Account Management platform is where you can configure all account settings and manage your account from a single window. View the current account values, access all of your account and user settings, submit fund and position transfers, run and customize account reports, and communicate with Client Services via the message center or live chat.

Skill Level: All

Speaker: Cynthia Tomain, Interactive Brokers


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TWS Charts January 8, 2019 12:00 ET

TWS provides both interactive real-time charts for technical analysis and historical charts for fundamental analysis. Learn how to quickly access both Real-time and Historical Charts, set chart parameters, add studies and trend lines, view candlesticks, create templates, locate Time & Sales and use Chart trader to enter orders directly from your charts.

Skill Level: Introductory

Speaker: Cynthia Tomain, Interactive Brokers


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TWS Fundamental Analysis Tools January 10, 2019 12:00 ET

Looking for high-quality fundamental market analysis? Subscription based Worldwide Fundamentals are seamlessly integrated into the TWS platform. Find comprehensive financial information on thousands of companies around the globe. View company financials, quarterly & annual reports, income statements, balance sheets and cash flow statements for easy comparison of data with a standardized format. Create market scanners for the highest/lowest performers based on growth rate, P/E ratio, dividend yield, based on criteria that you set. Join this webinar for a look at all the ways you can put this information at your fingertips!

Skill Level: Introductory

Speaker: Cynthia Tomain, Interactive Brokers


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TWS Introduction - Mosaic January 14, 2019 12:00 ET

Our redesigned Trader Workstation now offers a fresh, easy-to-use interface that provides customers with out-of-the-box functionality in a pre-formatted workspace. Get direct access to standard trading and order management functionality, live quotes, technical research and fundamental analysis. The Mosaic workspace provides intuitive order management including the Portfolio window for at-a-glance account summary and position detail, the Order Entry window to create and transmit orders, and the Order Monitor to track or modify your trades. This workspace integrates seamlessly with your favorite Trader Workstation tools.

Skill Level: Introductory

Speaker: Cynthia Tomain, Interactive Brokers


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TWS Configuration January 18, 2019 12:00 ET

The Trader Workstation is a powerful, feature-rich trading application with the built-in flexibility to customize your work environment for optimal productivity. Learn how to accommodate your trading style through our tools such as Layout Editor, Layout Library and Global Configuration settings.

Skill Level: Intermediate

Speaker: Cynthia Tomain, Interactive Brokers


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Magnum Research - Investment for the Super Rich vs the Masses, AI Bridges the Gap December 12, 2018 3:30 ET

Previously, global asset allocation was typically available only to the super rich due to both the high entry capital threshold and higher fees that many cannot afford. Nonetheless, the need for proper investment advisory services has never stopped growing. In this new era where technology continues to improve our lives, each of us should be able to benefit - and there borns Robo-advisory. During the session, we would explain why robo-advisory services could provide masses an automated, transparent and all-weather asset allocation service with such low cost. We will also explain in details how the investment engine works from the stage of gathering structured and unstructured data to what technologies used to measure the risk exposures of the portfolio better with barely human effort.

Sponsored by Magnum Research

Interactive Brokers LLC is a member of NYSE, FINRA, SIPC

Skill Level: Intermediate

Speaker: Kenneth Shih, Head of Sales and Marketing, Magnum Research, Ltd.

Sponsored by: Magnum Research Ltd.


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Greenwich Compliance - Investment Adviser Registration: Who is Required to Register as an Investment Adviser December 12, 2018 12:00 ET

Investment Adviser registration can be a complicated and confusing process. Join the Greenwich Compliance to learn to about Investment Adviser registration obligations and exemptions with the SEC and State Securities authorities in this 2- part series.

Part 1
Who is Required to Register as an Investment Adviser? Join us for a discussion on how to determine who must register with the SEC as well as what exclusions, exemptions, and prohibitions impact SEC registration obligations. We will also cover circumstances under which an investment adviser must register with one or more state securities authorities.

Sponsored by Greenwich Compliance

Skill Level: Advanced

Speaker: Prairie Douglas and Faye Gordon, Greenwich Adviser Compliance Services, Greenwich Compliance

Sponsored by: Greenwich Compliance


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Greenwich Compliance - Investment Adviser Registration: Exemption from State Registration December 14, 2018 12:00 ET

Investment Adviser Registration series – Part 2. Join Greenwich Compliance for an explanation of one of the major exemptions from investment advisor registration with state securities authorities, the "National De Minimis Standard”. We will also cover the lesser known investment advisor registration exemption "Intra-State De Minimis Standard(s)”.

Skill Level: Advanced

Speaker: Prairie Douglas and Faye Gordon, Greenwich Adviser Compliance Services, Greenwich Compliance

Sponsored by: Greenwich Compliance


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qplum - Technology Stack of a Systematic Trade Execution Engine December 18, 2018 12:00 ET

In this webinar, Hardik Patel will discuss the systematic trading infrastructure that Qplum uses to efficiently execute its moderately active, quantitative strategies. He will give a detailed architectural blueprint of the trade execution engine. He will also share how working with brokers like Interactive Brokers can cut trading costs, reduce slippage, and increase transparency.

Skill Level: Intermediate

Speaker: Hardik Patel, Machine Learning Engineer at qplum

Sponsored by: qplum


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GreenTraderTax - Tips For Traders On Preparing 2018 Tax Returns January 9, 2019 12:00 ET

If you traded actively in 2018, you should watch this Webinar before preparing your 2018 tax returns. Join Robert A. Green, CPA, and partners Darren L. Neuschwander and Adam W. Manning from Green, Neuschwander & Manning, LLC.
•Learn how traders, eligible for trader tax status (TTS), maximize business, home office, and startup expenses using critical tax-reporting strategies.
•Don't solely rely on broker 1099-Bs: There are opportunities to switch to lower 60/40 capital gains rates in Section 1256, use Section 475 ordinary loss treatment if elected on time, and report wash sale losses differently. Make vital 2019 tax elections on time.
•Learn how local accountants and self-preparers often mess up tax return filings for TTS traders. Botched filings can lead to an IRS or state exam.

Skill Level: All

Speaker: Robert A. Green, CPA, CEO GreenTraderTax.com

Sponsored by: GreenTraderTax.com


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Cboe - The January Effect & Early 2019 Index Option Trading Themes January 15, 2019 12:00 ET

Kevin Davitt of Cboe’s Options Institute will discuss The January Effect & Early 2019 Index Option Trading Themes. What is “the January Effect” and an evaluation of some of the larger option trades in the S&P 500® (SPX) as well as the Russell 2000® (RUT) and VIX™ .

Sponsored by Cboe Global Markets

Skill Level: Intermediate

Speaker: Kevin Davitt, Senior Instructor Options Institute, Cboe Global Markets


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