To easily close all positions in Client Portal, click on a symbol within the Portfolio page to open the "Position" window. Click on the Close button in the top right corner to create an order to close your open position for that symbol. Carefully review the order details before submitting.
If you hold cash in multiple currencies on your account, convert them all to your base currency in Client Portal by clicking Convert All to base (where base will be your actual base currency, for example USD) from within the Portfolio page. Acknowledge the disclosure by clicking Continue. Use the checklist to select the non-base currency balances that you want to convert to your base currency and click Continue. Review the market order(s) and Submit. This feature will create an FX order to convert the selected non-base currencies to your base currency, including any small residual balances.
You can submit withdrawals through Client Portal via the Transfer & Pay menu. Select Transfer Funds followed by the Withdraw Funds tab. You will then be prompted to select the currency, method and amount of the withdrawal. Find more information on withdrawing funds in our Users' Guide.
If you want to close your account, please see: How do I close my IBKR account?
Note
- The Close Button allows you to close any open position, even without trading permissions. This feature ensures you maintain control over existing positions. However, please be aware that account-level restrictions may limit access to this function.