Advisor Welcome Center
Advisor Welcome Center
Advisors on the IBKR platform use our turnkey custody solution to build competitive advantage, efficiently manage their business and serve clients at lower cost.
This page provides information, tools and resources to help you configure and customize your account, onboard and manage clients, configure CRM, fund accounts, subscribe to market data, run reports, trade and more.
Getting Started
Advisor Portal is our free and powerful client relationship management (CRM) platform for advisors. Our web application serves as your one-stop destination to manage clients, check quotes and place trades, see account balances, P&L and key performance metrics, funding, reporting, and more. Portal is always available from the Login button on our website.
Configuring Your Account
User Access Rights
Once your account is approved and opened, your organization's security officer(s) can create and add users to an account and manage user access to account trading, reporting, funding, and settings, and configure client-specific access.
White Branding
Learn how to white brand your client statements, registration and other materials with your own organization's identity, including on performance reports created by PortfolioAnalyst.
Client Relationship Management (CRM)
Client Relationship Management
Advisor Portal offers an integrated suite of tools for managing the client acquisition and client relationship management lifecycle:
- Dashboard is a single point of access for quickly and easily managing client information.
- Manage your contacts for both your prospects and your clients.
- Implement flexible fee structures, automate fee administration and invoicing, and setup client fee templates to simplify fee administration.
Advisor Portal also includes a number of other features:
- Link client accounts under a single username and password.
- You can opt to setup your CRM notes and email on Rackspace, a leading managed cloud solution provider.
- Use the Client Risk Profile to better understand client risk tolerances and recommend suitable investments for your clients.
- Our ESG Impact Preferences tool can be used to gather information on client preferences related to sustainable, socially responsible investing.
- Use the Account Queries tool to search for accounts or information on accounts, using a variety of criteria such as account type, status, margin type, beneficiary information, etc.
- Goal Tracker helps you project the hypothetical performance of a client's portfolio and monitors the likelihood of achieving their goal.
- View all client activities, including the complete order history from initiation to execution and its routing sequence, with Enhanced Client Activity Monitor (eCAM).
Client Applications
Client Account Applications
IBKR offers multiple options for adding or migrating clients to our platform, including a mass upload feature and support for customized client account applications using our application XML system.
- Mass Upload lets you upload multiple client accounts to our system using a single excel workbook.
- Registered advisors can use our application XML system to integrate with their own versions of the IBKR account application.
- Send email invitations to prospects to open an account.
- Client Account Templates let you use information you have collected about your prospects in the invitation you send them to complete an application. If you want to assist your client with the account application, our Semi-Electronic application allows advisors to complete applications electronically on behalf of clients.
Account Funding
Client Account Funding
The Transfer & Pay menu in Advisor Portal provides resources to let you transfer funds, transfer positions, check transaction status and history, submit withdrawals for both your master account and for your client accounts.
Our website provides an overview of funding methods available to clients.
Performance & Statements
Performance & Statements
The Performance & Reports menu in Advisor Portal provides access to PortfolioAnalyst®, standard Statements, Flex Queries, Tax Documents, a suite of Advisor specific reports and more.
Account Security
Account Security
We are committed to protecting your account and account assets from fraudulent practices. Our Secure Login System provides Two-Factor Authentication (2FA) as an extra layer of security when accessing your account. Download our mobile app to enable 2FA.
iOS Tutorial:
Android Tutorial:
Configuring Market Data
Market Data
Use the Settings menu in Advisor Portal to manage your market data, research and news subscriptions. We provide real-time streaming market data for free or at the price we are charged by the exchange and offer access to dozens of free and premium market research and news providers.
Trade Your Account
Trader Workstation (TWS)
Our flagship desktop platform designed for active traders and investors who trade multiple products and require power and flexibility and incorporates a number of advisor specific features designed to streamline trading and position management, including Block Allocation, Model Portfolios and Rebalancing.
Trader Workstation (TWS)
Our flagship desktop platform designed for active traders and investors who trade multiple products and require power and flexibility and incorporates a number of advisor specific features designed to streamline trading and position management, including Block Allocation, Model Portfolios and Rebalancing.
TWS Layout/Customization Tutorial:
TWS Advisor Setup Window Tutorial:
IBKR Mobile
Easily trade and monitor your IBKR account on-the-go from your iOS or Android device (tablet or smartphone).
IBKR Mobile
Easily trade and monitor your IBKR account on-the-go from your iOS or Android device (tablet or smartphone).
IBKR Mobile for Advisors:
IBKR APIs
From our easy-to-use Excel API to our industrial strength FIX API, we offer something for every experience level. Our TWS API is well-supported with numerous examples to help you get started.
IBKR APIs
From our easy-to-use Excel API to our industrial strength FIX API, we offer something for every experience level. Our TWS API is well-supported with numerous examples to help you get started.
