How do I configure Alert Notifications?

CONFIGURE ALERT NOTIFICATIONS

Use the button above or follow the below procedure to select your default method of receiving alerts.

You can select your default email address or choose to not receive alerts at all:

  1. Log into Client Portal
  2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings
  3. Under the User Settings section find Communication
  4. Click on Alert Notification
  5. From the drop-down menu, select your default email address. (Select 'No Alerts' if you wish to disable notifications.)
  6. Click Save to save your changes.

Please Note:

  • You can use only your account's registered email address for alerts. It is not possible to enter a custom or different email address.
  • If you update your account email address, the new address will automatically become available for alerts.
  • SMS alerts are also available if your mobile provider supports them. To set up SMS, go to User Settings > Communication > SMS Address and follow the prompts.

You can Create Alerts in Trader Workstation (TWS):

  1. Right-click on the symbol you wish to set an alert for
  2. Click the bell icon in the right-click menu
  3. For a simple Price alert, configure your conditions in the Configure Price Condition pop-up window
  4. For advanced alerts (Trade, Margin Cushion, Volume, etc.), click Advanced Settings, configure your conditions, and click Finish
  5. Under Actions, choose the Messages tab and select email as your notification method
  6. Set your duration preferences.
  7. Click Activate.

You can Configure Alerts on the IBKR Mobile App:

  1. Tap the avatar in the top left corner of the app's Home page
  2. Select Alerts
  3. Tap Add an Alert or Create Alert > Select the desired alert condition 
  4. Input desired email (this section allows you to input any email). Specify duration of alert
  5. Tap Save Alert

Troubleshooting Tips:

  • If you receive a message saying no email is configured even though you have one saved, make sure you have selected a default email address in Client Portal. This one-time setup in Client Portal is required before alerts can be sent.
  • Check your spam orjunk folder if you are not receiving alert emails after setup.


Additional Information 

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