CFDs and Metals

Instructions

Use this setting to allow your clients to add CFDs and Metals trading permissions to their accounts. To do so, please take the steps outlined below.

  1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Trading > CFDs and Metals.

  2. Select Continue.

    The CFD's and metals panel in advisor portal.

  3. Populate the agreements and sign.

    The CFD's and metals agreement page in advisor portal.

 

Additional Resources

Learn About the Advisor Portal Interface at IBKR Campus

Visit the IBKR Advisor Portal Website

Log in to CFD and Metals Setting