What can I do if one of my external accounts has an error?

If you manage multiple accounts, have multiple linked accounts, or use account partitions, you will be prompted to select one or more accounts once you log in to Client Portal.

The selected accounts for which data will be displayed are shown to the right of the current page name on the…

Once you add an external account, it takes one business day for the data to be updated in PortfolioAnalyst. All of your external accounts are updated by the next business day.

Additional Information:…

Yes, you can link an IBKR account as an external account.  Review our Users Guide for step-by-step instructions. 

Additional Information…

There is no fee for FIX CTCI connection. However, a minimum commissions per month applies for accounts with FIX CTCI connection, as per the Enhanced Network Connections table on the Account Minimums page of our website…