How do I see watchlists in Client Portal?

To open a pre-defined Watchlist in Client Portal:

1. Click Research followed by Watchlist
2. Select Top Lists…

To create a watchlist in Client Portal:

1. Log into Client Portal.
2. Click Research followed by Watchlist…

Your TWS and IBKR Mobile watchlists are automatically synchronized on the cloud by default. To open a TWS or IBKR Mobile watchlist in Client Portal:

1. Click Research followed by Watchlist.
2. You will see the IBKR Mobile and TWS synchronized watchlists under…

CREATE INTEREST DETAILS STATEMENT

Clients can create A custom Statement for Interest Details from Client Portal:…