Income Report

Instructions

Advisors may view fee's paid out of client accounts for advisor services. This report is compromised of two tabs.

• Account Information: will allow you to view Account Name, Account Alias, Account Number, Account Type, Customer Type, Account Capabilities, and Base Currency.

• Management Fees: will list fee's charged to client accounts.

To view this information, please take the steps outlined below.

1. Click Performance & Reports > Advisor Reports > Income Report.
   • Alternatively, click Menu in the top left corner Reporting > Advisor Report
2. Select the advisor account from the Account Selector.
3. Select the blue Run arrow icon to the right of Income Report.
4. On the Income Report pop-up, make the following selections:
   • Sub Type: select to view fees generated by a manager or an account representative
   • Period: select Daily, Monthly, Month to Date, Year to Date, or Custom Date Range
   • Date: select a date
   • Format: select HTML/View, HTML/Download, CSV, or PDF

5. Click Run to generate the report.

   

 

Additional Resources

Learn About Reporting in Advisor Portal at IBKR Campus

Visit the IBKR Advisor Portal Website

Log in to Advisor Reports