If you received a failed delivery notice:
If you receive a letter titled "Documentation Access for E-delivery return" that states "a recent attempt to deliver shareholder materials to the e-mail address you have on file as of record with your broker, for this purpose, has failed", please first confirm that the email address on your IBKR account is current. If incorrect, update your email address through Client Portal (see How do I change my email address?).
After the email address is updated in Client Portal or if the correct email was listed in Client Portal, follow the update process below.
To update your email address for shareholder materials:
For holders with access to Client Portal please submit a webticket with a request to update the email address listed in the system for proxy material.
IBKR clients can submit an inquiry through Client Portal by following these steps:
- Log in to Client Portal
- Click the Get Help menu (question mark icon in the top right corner) or Click on the Envelope icon on the onebar and under Compose select New Ticket.
- Select the relevant account (if you manage multiple accounts) for which you are submitting a ticket
- Under Quick Support enter your question in the How we can help? box
- If the IBot response does not answer your question, then from the Was the answer helpful? box select No, contact support
- Under Contact Us click on Ticket Creation
- Select Category: Account Services > Proxy/Shareholder Meetings
- Include the following information to avoid delays:
- Your account number
- Old e-mail address
- New/Correct e-mail address
To prevent future delivery issues:
Add the following email addresses to your address book/whitelist to ensure shareholder correspondence arrives in your inbox: