How do I access Mutual Fund/ETF Replicator from Client Portal?

To use the Mutual Fund/ETF Replicator:

1. From the Mosaic layout, click the New Window drop down and select Mutual Fund/ETF Replicator; from the Classic layout, click Analytical Tools followed by Mutual Fund/ETF Replicator 2…

To access watchlists in Client Portal:

1. Log in to Client Portal
2. Click on Research followed by Watchlist…

To scan for mutual funds in Client Portal:

1. If you are not already in the Mutual Fund Scanner, select the Research menu followed by Mutual Fund Scanner.
2. You can search by ISIN, CUSIP or ticker symbol in the search box on the top right part of the page…

Yes, the Mutual Fund/ETF Replicator is available with IBKR Lite through Trader Workstation (TWS).

Additional Information…