Account Confirmation Letter

Instructions

You may run an Account Confirmation Letter report for verification of account information.

  1. Click Performance & Reports > Other Reports.
    • Alternatively, click Menu in the top left corner > Reporting > Account Confirmation Letter
  2. If you manage or maintain multiple accounts, the Account Selector opens. Select your account.

  3. Select the blue Run arrow icon to the right of Account Confirmation Letter.

  4. Select between With Net Liquidation Value or Without Net Liquidation Value and then select the language and click Run.

    You can view a printable version of the report to print for your records.

    Image of the account confirmation letter panel in portal.

 

Additional Resources

Learn About Reporting in Client Portal at IBKR Campus

Learn About Reporting in Advisor Portal at IBKR Campus

Learn About Reporting in Broker Portal at IBKR Campus

Visit the IBKR Client Portal Website

Visit the IBKR Advisor Portal Website

Visit the IBKR Broker Portal Website

Log in to the Account Confirmation Letter