'Add to Home Screen' FAQs

What is the 'Add to Home Screen' feature?

You can now add Client Portal directly to your phone's home screen for quick, app-like access—no download required. This progressive web app (PWA) technology provides a native app experience through your mobile browser.

What are the benefits of adding Client Portal to my home screen?

  • Faster load times - Optimized performance for quicker access
  • Streamlined, user-friendly interface - Mobile-optimized design for easier navigation
  • Instant access - Launch directly from your home screen without opening your browser
  • Push notifications - Receive timely alerts and update

Installation Instructions

  1. Log in to interactivebrokers.com on your mobile browser
  2. Tap the Share icon in your browser
  3. Select Add to Home Screen

Frequently Asked Questions

Which devices are supported?

This feature is available on both iOS (Safari) and Android (Chrome) devices.

Do I need to download an app from the App Store or Google Play?

No. This feature works directly through your mobile browser—no app store download is required.

Will this take up a lot of space on my phone?

No. The web app requires minimal storage space compared to traditional mobile apps.

Can I still access Client Portal through my regular browser?

Yes. Adding the shortcut to your home screen does not affect your ability to access Client Portal through your browser as usual.

Will I stay logged in?

Login sessions follow the same security protocols as the browser version. You may need to re-authenticate based on your security settings.

How do I remove the shortcut if I no longer want it?

Simply press and hold the icon on your home screen and select "Remove" or "Delete," just as you would with any other app icon.

Is this feature secure?

Yes. The web app maintains the same security standards as accessing Client Portal through your browser, including encryption and authentication protocols.

Do I need an internet connection to use it?

Yes. An active internet connection is required to access your account and real-time data.

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