How do I set up a screen name for Traders' Academy and Investors' Marketplace?

SET UP ONLINE FEATURES SCREEN NAME

Traders' Academy and Investors Marketplace require a screen name separate and distinct from your account username. Use the button above or follow the below procedure to set up your screen name:

  1. Log into Client Portal
  2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings
  3. Under the User Settings section find Security section
  4. Click on Online Features and set up the screen name and password
  5. Confirm your request with the security device (IBKR Mobile Authentication (IB Key), Digital Security Card+) active on the username and password of your account.

Please Note

  • Screen name and password must be between 4-8 characters in length and may only contain letters and numbers.
  • Screen name and password must be different from your account username and password.

Additional Information

Powered by IBot
How can I configure my account settings?
How do I change my name within my account?
How do I set up a screen name for Investors' Marketplace and Features Poll?