Interactive Brokers' Traders Academy is intended for financial professionals, investors, educators and students seeking a better understanding of the asset classes, markets, currencies, tools and functionality available on IB's award-winning Trader Workstation (TWS), IBKR Mobile, Account Management and TWS API applications.
Our complimentary courses use a blended delivery method of lessons, videos, quizzes, and notes to help TWS users improve their understanding of its tools and capabilities.
All Categories /Advisor Tools
Instructor: Mary MacNamara
We'll take a deeper dive into the Advisor Portal and TWS. We’ll show you how to create a risk profile questionnaire to send to your clients and explain how you can customize your client’s application and onboard multiple accounts using Application XML. Step-by-step we’ll show you the Tax Optimizer tool to manage your gains and losses for tax purposes. We’ll walk through TWS Rebalance Portfolio and Model Portfolio tools, plus show you how to navigate IBKR Mobile for Advisors. Lastly, we’ll give you a tour of PortfolioAnalyst, Bonds and Cash Management features tailored for Advisors.
10 Lessons | 47 mins | Beginner | 2019/06/19
Instructor: Andrew Wilkinson
Our Advisor Orientation course is designed to walk you through IBKR’s integrated advisor solutions, either as an existing advisor client at Interactive Brokers or whether you are considering becoming a client.
12 Lessons | 1 hr 6 mins | Beginner | 2019/05/13
Individual, Joint and IRA Clients
Choose the service plan best for you:
Available in the U.S.
Both plans provide global low-cost access to stocks, options, futures, forex, fixed income and stock yield enhancement.