What delivery options are available for PortfolioAnalyst reports?

In order to ensure the privacy and security of your Reports and Statements, we offer the following file delivery options:

sFTP (Secure FTP) - Recommended Solution…

sFTP delivery is available by request only. Please contact Client Services to enable sFTP delivery.

Once sFTP is enabled, you can select it as preferred delivery method from Client Portal…

SET UP PORTFOLIO ANALYST DELIVERY SETTINGS

You can set your preferred method of delivery for pre-configured (default) PortfolioAnalyst reports and your custom PortfolioAnalyst reports that have a time period of MTD, YTD or Since Inception:…

Encryption is available by request only and applies to both email and sFTP delivery. You must first create your own PGP Key and provide your Public PGP Key to IBKR Client Services to enable statement encryption…