How does PortfolioAnalyst gather my external account information?

The account holder name must match when transferring or linking an external account. If the names do not match, you may either update the account title at IBKR or you will need to update the account title at the other financial institution.

For more information on how to update your account title at IBKR, please see…

Yes, you can link an IBKR account as an external account.  Review our Users Guide for step-by-step instructions. 

Additional Information…

Both the client and the advisor can create deposit notifications for a client account. 

More information on how to create a deposit notification…

PortfolioAnalyst offers access to over 12,000 financial institutions. If the institution you wish to add is not listed please e-mail: portfolioanalyst@interactivebrokers.com

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