What external account types can be added?

What is Request for Payment ?

Request for payment ("RFP") is a message that you could send from the Client Portal to your bank to trigger a real-time USD transfer into your account with us…

ADD EXTERNAL ACCOUNTS TO PORTFOLIO ANALYST

The External Accounts screen lets you add accounts held at other financial institutions to Portfolio Analyst. You can add brokerage, bank and credit card accounts as well as other assets and liabilities. Once you have added an account to PortfolioAnalyst, you can view the most recent value of the account and drill down to see positions (in brokerage firms) and transactions. If you have added multiple brokerage accounts, you can drill down to a consolidated view of assets held at all of the accounts. Use the button above or follow the below procedure to add accounts:…

You can create an offline account that mimics your held away account. Select Offline Account. By adding an “Offline Account” you are requesting that we use data regarding an account that you hold outside of this firm and include it in your Portfolio Analysis report. To do this, you must obtain this data directly from the financial institution where you hold your account and enter it into IBKR’s systems…

Yes, you can include external accounts in your Tax Planner. Click the + icon in the top right corner of the Accounts panel, then select Link External Account to log in to your other financial institution. You can also add Offline Accounts…