View Current Members in Groups

Instructions

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

    Image of the groups & households panel in portal.

    The Groups page opens. This page lists all of your current groups, along with the members in each group.

  2. Click the group name to see a list of its members.

    Image of the list of the member in a group in portal.

  3. You can view each member of your group individually by clicking the i information icon on the left.
  4. To delete a member of the group, click the x icon next to that member.

 

Additional Resources

Learn About Broker Portal at IBKR Campus

Visit the IBKR Broker Portal Website

Log in to Groups & Households