P/L Markup
Instructions
This report shows a summary of client profit and loss (P/L) used to determine quarterly and annual performance fees paid to an Advisor for a single client account or for all client accounts.
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Click Performance & Reports > Advisor Reports > P/L Markup.
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Alternatively, click Menu in the top left corner Reporting > Advisor Reports
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Use the Account Selector at the top of the page to select an account on which to report. To view a model statement for a closed account, select the Include Closed Accounts check box, and then select the closed account.
To change the selected account, open the Account Selector, and then click a different account.
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Select the blue Run arrow icon to the right of P/L Markup.
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Make the following selections:
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In the Period field, select the period for the report (Quarterly or Annual).
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In the Date field, select the date of the report.
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Click Run to generate the report.
Additional Resources
Learn About Reporting in Advisor Portal at IBKR Campus