How do I log in and use the Advisor Portal?

ADVISOR PORTAL LOGIN

Log into the Advisor Portal from the Interactive Brokers website by clicking on Log In followed by Portal Login in the top right corner. The Advisor Portal login uses the same screen as Client Portal, but dynamically loads the Advisor Portal upon login.

See an overview of the Advisor Portal in the Traders' Academy Advisor Portal study notes.

More information on the Advisor Portal can be found in our Users' Guide.

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