Who can access the Section 13 monitoring?

The Section 13 monitoring is available to the following types of advisor accounts:

Registered Advisor
Non-Registered Advisor
Family Advisor
Non-Professional Advisor
Hedge Fund Investment Manager
Family Office Advisor
Money Manager

You are eligible to subscribe to this service if you are an account user with Compliance Functions user access rights.

Additional Information

What is Section 13 monitoring and do you offer it?
Compliance Reports in the Advisor Portal User Guide.

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How do I open an advisor master account?

How do I set up users and define their roles?

Can I set management/advisory fees for sub-accounts under my IBKR Canada Family Advisor Account?

Where do I set up Section 13 alerts?