A brief summary of the information you will need to start your IBKR advisor application and open an advisor master account.
After opening and funding your advisor master account, you will need to define users and user roles for your account, grant them access to a subset of Advisor Portal functions, and/or grant access to functions for one or more sub-accounts.
Learn how to use our IB Key two-factor authentication security when managing your account, logging in to trade or managing your Interactive Brokers Debit Mastercard® transactions.
In this lesson, we will the review the flexibility Advisor Portal provides for configuring client fees manually or through use of templates.
Review the steps for managing position and fund transfers, configuring product trading permissions and creating market data subscriptions.
Advisors can create activity statements at the Advisor account level, individual client account level or create a consolidated statement for some or all accounts.
In this lesson you will learn how to bulk upload multiple client accounts into Advisor Portal using a single Excel workbook.
Use Advisor Portal to access the Message Center and various account support tools available through the Ticketing System.
Review the steps for creating Allocation Profiles. Allocation Profiles let Advisors manually specify allocations amongst a specific group of clients by predetermining the number of shares, a percentage or a ratio at which the trade will allocate.
Advisors using Model Portfolios can create theme-based investment strategies and invest client accounts directly into the strategies.