The enhancements and modifications below are available as of March 20, 2012.
Joint and Trust accounts can now be Referred Clients.
The Position Transfer Basis page has been updated to include Currency selection. Available selectable currencies are the asset trading currency, your base currency and USD. For new tax lots, the asset trading currency is the default currency. The asset trading currency is displayed on the symbol row. For old tax lots that may not have a currency, USD is the default currency.
In the existing Account Management, Position Transfer Basis is accessible from the Report Management menu.
In the new Account Management, Position Transfer Basis is accessible from the Reports menu.
The enhancements and modifications below are available as of March 15, 2012.
The Market Data Subscriptions page has been updated to make it easier to find subscriptions. Subscriptions are still organized onto tabs for each region, but on each tab, subscriptions have been categorized into groups, such as Level I and Level II. Rolling your mouse over an individual market data subscription displays a tool tip with more information about the subscription.
The enhancements and modifications below are available as of March 13, 2012.
The Print Account Details page in IB's new Account Management has been updated with the following enhancements:
You access the Account Details page in Account Management by selecting Manage Account > Account Information > Details > Account Details.
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