Form ADV Worksheet
Instructions
The Form ADV Worksheet is the uniform form used by investment advisors to register with both the SEC and state securities authorities. This form includes an Advisor Summary, a Client Summary, and Full Service Agreements. To navigate to this form, please take the steps outlined below.
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Click Performance & Reports > Advisor Reports > Form ADV Worksheet.
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Alternatively, click Menu in the top left corner > Reporting > Advisor Reports
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Select an account from the Account Selector.
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Select the blue Run arrow icon to the right of Form ADV Worksheet.
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Select a date and format, and then click Run.
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The Form ADV Worksheet will populate.
Additional Resources
Learn About Reporting in Advisor Portal at IBKR Campus