To use IBot within Client Portal:

1. Click on the floating IBot icon in the bottom right corner of the Client Portal window…

For You Notifications are automatically displayed when you log in. These brief notifications bring you up to speed quickly by debriefing you on the most important events and updates in your account since the last time you logged in. See filled orders and open orders that might benefit from your attention, dividends collected and the top contributing stocks, interest earned and important options activity, to name just a few. For each listed event, tap…

IBot is the most natural way to trade. With IBot you can find the information you need and place orders using your own words and phrasing. IBot understands natural-language text commands and provides immediate results without the need for special syntax or financial jargon…

Although it is not possible to remove IBot from the trading platforms or Client Portal, clients can perform trading and other account activities without using IBot.

Learn more about the IBKR platforms in the Education section of our website where you can access complimentary courses in …

Start by tapping on the Menu icon followed by "IBot". In the Ask IBot text field at the bottom of the screen, enter a command (for example, "Buy 200 shares IBKR"). Use the "Next Steps" buttons to either Submit, Cancel or Continue. The "Ask IBot" feature in the IBKR Mobile Order Ticket also allows you to type for other commands such as "Change Time in Force to GTC", "Change Quantity to.." etc. Please note, when using IBot Commands to update your original order ticket, you will be unable to tap into any field to edit the order details. You will only be allowed to Submit, Cancel, or use an additional IBot command. If using advanced order types, IBot will use the Order Presets defined in TWS…

To use IBot within TWS:

1. Click on IBot in the top left of the Mosaic window…

You can quickly find key account metrics in TWS and within Client Portal using IBot.

For example, ask IBot to "show my P&L" or specify a symbol to return your account or position P&L for the day. Ask to see PortfolioAnalyst metrics and IBot will bring you into Client PortalAccount Management…

Currently IBot can respond to commands within the following areas:

• Quotes
• Symbols…

View a chain of options on multiple strikes of an underlying instrument by using phrases such as "apple options" or "jan options for apple." The option chain will show a list of all strikes for an expiration date, with the bid/ask for calls on the left side and the bid/ask for puts on the right…

Market depth shows bids and offers away from the inside quote on a single instrument gathered from all available exchanges. You can ask the IBot to see "market depth for Tesla" or "show depth for TSLA."

More information on seeing deep book quotes using IBot…

To create complex orders and algo orders using IBot, simply ask IBot to create the desired order type. For example, type "Create a percent of volume order for Apple." Then follow the prompts to have IBot configure the order for you. Review and modify the order parameters as needed, then tap "Submit Order" to complete…

Tell IBot the specifics of the chart you want to see, such as "chart aapl over six months." If you don't mention bar size or time range, IBot will display the most reasonable chart based on what you entered. In this case, it will show a six month chart with weekly bars. You can have IBot change to daily bars easily by entering "use daily bars."…