How do I upload a document?

Q: How do I upload a document?

UPDATE DOCUMENT IN CLIENT PORTAL To upload a document through the IBKR Message Center, log in to Client Portal and follow the steps for creating a ticket in " How do I send a web ticket to Client Services? ". From the Upload File (Optional) section, select either Drop files here or Browse your device to add the document to your web ticket. Find the details of this procedure in the Client Portal Users Guide. Please Note : Up to 2 files (Acceptable formats: .jpeg, .jpg, .pdf, .png) may be attached to a ticket. The total attachment size must not exceed 3MB and any one file may not exceed 2MB. On the IBKR website you can use the Upload Documents tool which allows you to download various Customer Service forms and upload them to your IBKR account. Information on our email/upload/fax/post contact details can be found on our website. Although logging in to Client Portal and uploading the requested documents is the most efficient method, regardless of chosen method, please make sure that your submitted documents are legible and easy to review. When submitting documents by email, make sure to only include your full account number in the email subject line.

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Accepted Answer

UPDATE DOCUMENT IN CLIENT PORTAL

To upload a document through the IBKR Message Center, log in to Client Portal and follow the steps for creating a ticket in "How do I send a web ticket to Client Services?". From the Upload File (Optional) section, select either Drop files here or Browse your device to add the document to your web ticket. Find the details of this procedure in the Client Portal Users Guide.

Please Note: Up to 2 files (Acceptable formats: .jpeg, .jpg, .pdf, .png) may be attached to a ticket. The total attachment size must not exceed 3MB and any one file may not exceed 2MB.

On the IBKR website you can use the Upload Documents tool which allows you to download various Customer Service forms and upload them to your IBKR account.

Information on our email/upload/fax/post contact details can be found on our website. Although logging in to Client Portal and uploading the requested documents is the most efficient method, regardless of chosen method, please make sure that your submitted documents are legible and easy to review. When submitting documents by email, make sure to only include your full account number in the email subject line.