Enable IBKR Risk Scores

Instructions

Before you can use the Risk Score tool, you must enable it within Portal by following the steps below.

  1. Click Menu in the top left corner > Administration & Tools > Risk Scores.

    Image of the risk scores panel in portal.

  2. Click Yes to enable the feature and then click Continue.

Note: It takes up to one full business day after an account is approved before a client can receive a questionnaire invitation in Message Center.

Additional Resources

Learn About Advisor Portal at IBKR Campus

Visit the IBKR Advisor Portal Website

Log in to Risk Scores