Question 1

How do I configure the delivery settings of my PortfolioAnalyst reports?

Accepted Answer

SET UP PORTFOLIO ANALYST DELIVERY SETTINGS

You can set your preferred method of delivery for pre-configured (default) PortfolioAnalyst reports and your custom PortfolioAnalyst reports that have a time period of MTD, YTD or Since Inception:…

Question 2

When will my reports configured for delivery be delivered?

Accepted Answer

Our system begins generating and delivering reports shortly after 12:00 AM Eastern Time (ET). Delivery time varies depending on system load, but generally all reports are delivered within 6-8 hours of this start time…

Question 3

Can I receive encrypted PortfolioAnalyst reports via sFTP?

Accepted Answer

Encryption is available by request only and applies to both email and sFTP delivery. You must first create your own PGP Key and provide your Public PGP Key to IBKR Client Services to enable statement encryption…

Question 4

What delivery options are available for PortfolioAnalyst reports?

Accepted Answer

PortofoliAnalyst reports can be delivered via Email, FTP and sFTP…

Question 5

Can I send PortfolioAnalyst reports directly to my clients?

Accepted Answer

Yes. Advisors and Brokers can configure default and custom report delivery for all client accounts in bulk. To enable reports for client accounts in bulk, navigate to Reports > Client Report Bulk Delivery > Configure (gear icon) > Select the desired quarterly report and associated clients. Once configured, the report will be e-mailed to the primary client email on file…