Account Confirmation Letter with Customer Agreement
Instructions
You may run an Account Confirmation Letter with Customer Agreement report for verification of account information. This includes the signed Customer Agreement to refer to. To navigate to this report, please take the steps outlined below.
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Click Performance & Reports > Other Reports.
Alternatively, click Menu in the top left corner > Reporting > Other Reports
- If you manage or maintain multiple accounts, the Account Selector opens. Search for and select the account.
The Other Reports screen opens.
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Navigate to the Supplemental section.
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Select the blue Run arrow icon to the right of Account Confirmation Letter with Customer Agreement.
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Select a Sub Type and Language.
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Select Run. The report will populate on your screen.
Additional Resources
Learn About Reporting in Advisor Portal at IBKR Campus