Add, Edit, or Delete a Group

Instructions

To Add a New Group

  1. Click Menu in the top left corner > Administration & Tools > Groups & Households
  2. Click Create New Group in the top right corner of the page.

  3. Image of the groups & households create a new group button in portal.

    Enter a Group Name.
  4. Click Add/Edit Accounts.

    Image of the gropus & households add/edit account(s) - groups panel in portal.

  5. Use the account selector to add to the group you are creating, then click Continue.

    Image of the groups & households select account(s) groups panel in portal.

  6. The selections you made will be displayed.
    • To make a Group private, click the check box next to Private
      • Private groups will only be visible and editable to the user that created it.
    • Public groups will be visible to all users on the account, including who created the group and the time stamp.

      • Other users can only see the Public group members that they have Account Information UAR to view.

      • Public Groups can only be edited by the user who created the group and primary users.

  7. Click the blue Save button to finish.

Delete or Edit Groups

  1. Click Menu in the top left corner > Administration & Tools > Groups & Households

    • To edit a group, click the blue edit pencil icon next to an existing group.
    • To delete a group, click the Image of the trash icon icon next to an existing group.

Note: If there is a red exclamation point (!) next to an existing group, it means you are unable to edit the group because the master user has modified the group, or you do not have access to at least one of the group members.

 

Additional Resources

Learn About Broker Portal at IBKR Campus

Visit the IBKR Broker Portal Website

Log in to Groups & Households