Client Portal provides a simplified web interface for clients to view account metrics, place and track orders, and features much more.
- Designed for less active traders to view real-time (or near real-time) information about their accounts and their positions while maintaining access to basic analytics, watchlists, option chains to facilitate quick trades.
- Perfect for clients who do not need all the features of TWS and financial advisor clients who want a clear view of their accounts.
- Easily access PortfolioAnalyst and our other web-based tools without needing to log in again.
- Quick trading access from any page with the Trade button.
- Account metrics and check your portfolio performance at a glance on the Client Portal home page.
You can access Client Portal from the Login button on our main site.
Related FAQs
- How do I place an order in Client Portal?
- How do I convert currency in Client Portal?
- Can I configure the Client Portal Home page?
- How do I navigate between screens in Client Portal?
- Where can I find my account number?
- How do I see more information within a panel of the Client Portal?
- How do I look for product symbols in Client Portal?
- Where can I see my actual cash balances in the Client Portal?