We provide Advisors with the ability to White Brand specific areas of our software and documentation. White Branding allows you to display your own logos and your company information on Interactive Brokers trading platforms and reporting systems.
Advisors may White Brand the following systems:
- Trader Workstation
- Account Management/Client Portal
- Statements
- Emails
- PortfolioAnalyst
- IBKR’s Registration System
- Contract Database
- TWS Users’ Guide
Advisors can use the button above or follow the below procedure to set up White Branding inside Advisor Portal:
- Log into Advisor Portal.
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
- Under Account Settings find the Account Configuration section
- Click the configuration (gear) icon next to White Branding.
- Click White Branding ID and enter a White Branding ID from six to ten characters long including letters, numbers and underscore characters ( _ ). You can change your White Branding ID at any time.
- Click Save.
- Click each section that represents the category you want to white brand, then follow the instructions in the section to enter the required information. Click Save in each section to enter the information into our system.
Additional Information
- White branding in the Traders' Academy White Branding study notes.