Can an advisor store documents in the CRM tool?

Yes, prospects of an advisor account are shared amongst different users.

More information on how to add and import contacts can be found in our Users' Guide…

For privacy and security, all Interactive Brokers CRM workflows, events, notes and emails are stored on Rackspace, a leading third party managed cloud solution provider. IBKR neither stores nor has access to that data.

To use these features you must create a Rackspace password. The password will be stored, and you will not be required to re-enter this password. There is no charge to use the notes, events, and workflows features, although there is a small charge if you want to use a Rackspace email…

No, each username only has access to the information stored on their own Notes and Calendar.

More information on how to add and import contacts…

From the Advisor Portal go to Administration & Tool. and then you may create an email account with Rackspace that integrates with CRM. There is a small yearly charge for a Rackspace email.

To create a CRM Mailbox:…