Pending Applications

Instructions

Use the Pending Application tab on the Home Page to view and edit pending client applications. Follow the steps below.

  1. Click Menu in the top left corner > Home.

  2. Select the Pending Applications tab.

    Image of the pending applications panel in portal.

  3. Select Nudge Client to send a client a notification about the application.

  4. Select Open to Modify the Application.

  5. A list of tasks will appear. Scroll to the bottom of the page and press Modify Application.

    Image of the modify application button in portal.

 

Additional Resources

Learn About Broker Portal Client Applications at IBKR Campus

Visit the IBKR Broker Portal Website