PortfolioAnalyst combines IBKR account data with held-away account information to provide a consolidated view of your financial positions. Your IBKR positions are marked with real-time updated quotes, while positions held away in investment, checking, savings, annuity, incentive plan and credit card accounts are updated once per day. Drill down to view positions and transactions by account or asset class, and use interactive charts to show current or prior values at all linked financial accounts. PortfolioAnalyst is now available as part of Client Portal and accessible to everyone, including clients who may not have trading permissions and clients with portfolios managed by advisors.
Recent enhancements to PortfolioAnalyst improve your ability to quickly and efficiently analyze the performance of your portfolio. These enhancements let you:
PortfolioAnalyst includes a client-administered application that uploads held-away account information, and when combined with real-time data from your IBKR portfolio creates a powerful tool for developing client-centered investment plans.
The Apple Pay app lets you use your iPhone just as you would your Interactive Brokers Debit Card, with these additional benefits:
By selecting the Interactive Brokers Debit Mastercard as the default payment source on Apple Pay, cardholders can make secure payments using their mobile device without displaying their card.
The Interactive Brokers Debit Mastercard is currently available to US Resident individual and joint account holders with cash or margin accounts. Advisor/Broker clients must apply directly at the link below. As the program expands, look to future IBKR communications for announcements on new countries and payment options.
Applying for the card is fast and easy. Go to "Account Management" to apply, request additional cards, manage all of your cards and track your transactions.
We recently added 394 mutual funds (including offshore) to the Interactive Brokers lineup and now offer 10,120 funds, including 4,235 with no transaction fees. In addition, we added 10 new fund families, bringing our total to 190.
Offshore Fund Families
Domestic Fund Families