A brief summary of the information you will need to start your IBKR advisor application and open an advisor master account.
After opening and funding your advisor master account, you will log into Advisor Portal, our free and powerful client relationship management (CRM) platform.
After opening and funding your advisor master account, you will need to define users and user roles for your account, grant them access to a subset of Advisor Portal functions, and/or grant access to functions for one or more sub-accounts.
Learn how to use our IB Key two-factor authentication security when managing your account, logging in to trade or managing your Interactive Brokers Debit Mastercard® transactions.
Learn how to use our IB Key two-factor authentication security when managing your account, logging in to trade or managing your Interactive Brokers Debit Mastercard® transactions.
Review the steps for adding a single contact or multiple contacts to Advisor Portal.
In this lesson, we will the review the flexibility Advisor Portal provides for configuring client fees manually or through use of templates.
Learn how to use Advisor Portal to invite prospects to open an account and review our fully and semi-electronic account application processes.
Review the steps for managing position and fund transfers, configuring product trading permissions and creating market data subscriptions.
Learn to create deposit notifications, which are essential for transferring funds into your IBKR account via bank wire.
Advisors can create activity statements at the Advisor account level, individual client account level or create a consolidated statement for some or all accounts.
Learn how to apply your distinct branding to your client statements, account registration and other materials, including performance reports created by PortfolioAnalyst.
In this lesson you will learn how to bulk upload multiple client accounts into Advisor Portal using a single Excel workbook.
Learn how to trade and view the portfolios of your individual client accounts, account groups and models using IBKR Mobile for iOS© or Android.
Use Advisor Portal to access the Message Center and various account support tools available through the Ticketing System.
Learn about using Trader Workstation (TWS) to pre-trade allocate to client accounts, configuring which accounts to include in a trade and dividing shares among clients.
Review the steps for creating Allocation Profiles. Allocation Profiles let Advisors manually specify allocations amongst a specific group of clients by predetermining the number of shares, a percentage or a ratio at which the trade will allocate.
Learn how to use the Trader Workstation (TWS) Rebalance Portfolio Tool to automatically rebalance all accounts, a single account or user-defined Account Groups or Models.
Advisors using Model Portfolios can create theme-based investment strategies and invest client accounts directly into the strategies.
Review the two sides of an account when running Model Portfolios and learn how the software may be programmed to recognize existing client holdings before investing in a Model.
The IBKR Tax Optimizer tool helps you manage stock, option, bond, warrant, single-stock future and mutual fund gains and losses for tax purposes.