Client Portal makes it fast and easy to trade, fund your account, view your transaction history, transfer funds, adjust positions, manage direct deposit and bill pay and much more.
The dashboard presents you with a snapshot summary of your account balances and portfolio performance, plus real-time market activity and breaking news.
From there, you can:
And for immediate answers to common questions use the IBot FAQ, or chat with our Client Services team.
Client Portal helps you discover and act on trading opportunities across global markets.
Click the Trade button to open a trade ticket, preview and place orders. You can also search for symbols, select a security type, and configure and transmit orders.
Client Portal includes PortfolioAnalyst, our free tool for consolidating, tracking and analyzing your finances. Combine your Interactive Brokers account with your other brokerage, banking, incentive plan and credit card accounts for a whole-portfolio view of your finances.
Quickly generate account activity or performance statements. Use Flex Queries to create insightful analyses of your account and quickly generate reports to measure risk, perform transaction cost analysis or evaluate returns. Supplemental tax information is available for your record keeping.
Client Portal provides access to the Investors’ Marketplace, where you can find a service provider or advertise your services to clients from over 200 countries and territories.