How do I obtain a confirmation of balances for my auditor?

If you are not receiving confirmation notifications or emails from your Interactive Brokers (IBKR) account, follow these steps to resolve the issue:

1. Check your email settings:
   • Look in your Junk or Spam folder to ensure the confirmation emails have not been filtered there…

CHANGE EMAIL If you are unable to update your email through Client Portal as described in the Users' Guide…

Yes, IBKR supports internal funds or position transfers for IRA accounts with a matching Account Type, Account Title, and tax ID. The IRA accounts need to be the same type of IRA (ie. traditional/traditional or Roth/Roth) in both accounts. 

Request may be submitted within Client Portal:…

You can get a record of all orders and trades for your account using the Audit Trail feature in Trader Workstation. From Classic TWS, click on the Account menu option and select Audit Trail. Choose which day you would like to view and choose whether you wish to view the Audit Trail in a…