View Contact Information

From the Contact page, click Menu in the top left corner > Select Overview under Contacts

• Profile Information -

  • Personal Information

  • Identity

  • Employment

  • Account/Prospect Type

  • Organization Type

• Configuration - Use the configuration panel to view the account settings of your contact.

• Trading Experience & Permissions - Trading permissions specify the products your contact can trade and where they can trade them. Modify existing trade permissions or subscribe to new permissions on the Trading Experience & Permissions screen. When specifying permissions, you may be asked to sign any risk disclosures required by local regulatory authority.

• Additional Account Details - Will provide additional information on the client account

• Financial Profile - This panel shows you the current financial information for your client:

  • Income and Worth

  • Additional Sources of Income

  • Investment Objectives and Intended Purpose Trading

  • Investment Experience

From the Contact page, click Menu in the top left corner > Select PortfolioAnalyst under Contacts.

• PortfolioAnalyst is a performance analysis and reporting tool that lets you create and save reports based on various measurement criteria. You can analyze an IBKR portfolio's performance vs. industry benchmarks, drill down to asset classes, positions and transactions and review the performance of both investment and non-investment accounts held at other institutions.

• For detailed instructions about using PortfolioAnalyst, see the PortfolioAnalyst Users' Guide.

• Statements
• Flex Queries
• Data Queries
• Advisor Reports
• Tax Documents
• Other Reports

• Transaction Status & History
• Transfer Funds
• Transfer Positions
• Saved Information

• View, add, edit, or delete a workflow.
• View, add, edit, or delete a note.
• View, add, or delete a document.
• View, add, edit, or delete an event.
• View notifications.
• Generate Client Information PDF

From the Contact page, click Menu in the top left corner > Select Agenda under Contacts

Choose one of the following options:

• Client Data Queries

• Account Queries

• Risk Scores

• Goal Tracker

• ESG Impact Preferences

• Required Minimum Distribution Calculator

From the Contact page, click Menu in the top left corner > Select Sub Accounts under Contacts

Click on the i icon to view the following about a sub account:

• Information

• Agenda

• Reports / Tax Docs

• Tools

• PortfolioAnalyst

• Margin Requirements