How do I find a financial advisor in the Investors' Marketplace?

FIND AN ADVISOR IN THE INVESTORS' MARKETPLACE

To find a financial advisor in the Investors' Marketplace go to the IBKR website or from Client Portal Use the button above or follow the below procedure to find a financial advisor in the Investors' Marketplace:

  1. Log into Client Portal.
  2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
  3. Under Account Settings click on Investors' Marketplace.
  4. Select Advisors under the Investing section.

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