How do I update my Income, Net Worth or Investment Objectives in IBKR Mobile?

In IBKR Mobile

  1. Tap the Account menu icon (head and shoulders) in the top left corner of the app.
  2. Tap Settings and then tap Account Settings. 
  3. At the bottom of the list of account settings Tap All Account Settings.
  4. From the Account Management page, swipe up and tap Financial Profile. On the next screen you will be able to update your Income and Net Worth or swipe to see the options for updating your Investment Objectives or Investment Experience.

If you make any changes, be sure to click Continue at the bottom and complete any additional tasks.

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