To see your actual cash balances in Client Portal:
- Click on Portfolio from the top menu followed by Positions
- This will open your Portfolio where you can see your open positions and the actual cash balances under Cash
- Click on the Details "+" icon in the upper right corner to see account details including the account segment in which your total cash is resting.
Find more information on viewing your portfolio in Client Portal in our Users' Guide.
Please Note
- You can see details of your real time Cash and Settled Cash balances in each currency in any of our trading platforms. See: Where can I see my actual cash balances in TWS? and Where can I see my actual cash balances in IBKR Mobile?
- Historical Cash and Settled Cash balances can also be seen in your Activity Statements. See: How can I check my cash balances in the Activity Statements?
Additional Information