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Account Management - Release Notes (March 2015)

Week Ending March 27, 2015



Dashboard for Advisors, Brokers and Multiple Hedge Funds

Beginning with this release, Advisors, Fully Disclosed Brokers, Non-Disclosed Brokers and Multiple Hedge Fund Investment Managers can now quickly and easily access information about their clients from a single point of access, as well as manage many aspects of each client or fund account.

Previously, you could view lists of all open, pending, closed and rejected client or fund accounts from the Manage Clients > View menu, and view client account details from the View > Summary page in Account Management. This menu structure has been replaced by the Dashboard.

Access the Dashboard from the Manage Clients menu (Manage Funds menu for Hedge Funds) to view information about all of your client and fund accounts:

  • View lists of all open, pending, closed and rejected client accounts.
  • View pending items for all client accounts on a single screen.
  • Fully Disclosed Brokers can also view application and options trading approvals for all accounts in the Approvals column, as well as all pending client applications that are ready to be approved on the Approvals tab if they have enabled Client Approvals.
  • View recent activity for the past five days for all client accounts.
  • Search for and sort client accounts by account title, account type, account number, username or account alias.
  • Download a list of outstanding registration tasks for all pending client accounts to Microsoft Excel.
  • Download information about all client accounts to Microsoft Excel.

From the Dashboard, you can drill down to view and manage individual client and fund accounts:

  • Drill down to account details, balances, positions and transaction history for any client.
  • View pending items.
  • Perform account management tasks, including:
    • Edit account alias, advisor or broker fees, and other settings;
    • Running activity statements and PortfolioAnalyst reports
    • Print account details;
    • Generate a PDF version of the account application;
    • View all registration tasks.
    • Fully Disclosed Brokers can also approve or reject pending client applications and pending client options trading permissions if they have enabled Client Approvals.
  • Brokers can edit Registered Representatives.
  • Advisors can get special authorizations from clients to modify additional account settings for that client.

For more information about the Dashboard, see the Account Management Users' Guide.



Brokers Can Now Link to Administrator Accounts

Beginning with this release, Brokers can now now link to Administrators at the Investors' Marketplace in Account Management. Administrators are third-party administrators, auditors, accountants or outside legal counsel who provide services institution accounts. Once linked to existing IB accounts, Administrators can these log in once to perform their services for multiple accounts.

Previously, only Financial Advisors, Hedge Funds and Proprietary Trading Groups could link to Administrators.

To learn more about searching for and linking to Administrator accounts, see our Account Management Users' Guide.

Week Ending March 20, 2015



Traders' Library

Beginning with this release, IB clients can now access the Traders' Library, part of our Investors' Marketplace. The Traders' Library connects you to bookshout.com, where you can search for investing-related books and purchase them at a discount. Simply follow the simple instructions on the bookshout.com website.

In Account Management, access the Traders' Library by clicking Investors' Marketplace > Search Services > Research > Traders' Library. You can also access the Traders' Library from the Investors' Marketplace on our website.