Read-Only Access

Instructions

This screen lets you enable or disable read-only access to trading platforms.

Read-only access gives you access to your account in any trading platform without requiring you to log in. When your account is in read-only mode, you will be able to view real time market data, account balances and activity in our trading platform. To trade, you will need to log in.

When read-only access is enabled, it can be activated and deactivated from the Configuration screen. When disabled, the feature is not accessible.

You can access this screen if you have Trader Workstation access rights.

To enable or disable Read-Only Access

  1. Click Settings > Trading Platform > Read-Only Access.

    Image of the configure read-only access panel in Portal.

  2. Click the check box to enable read-only access, and then click Save.
    To disable read-only access, click the check box to uncheck it.

    When read-only access is enabled, when you open a trading platform, you will be asked if you want to use read-only mode. When you have in read-only access enabled, you will not have to log back into the trading platform to view market data, account balances or activity.

 

Additional Resources

Learn About the Broker Portal Interface at IBKR Campus

Visit the IBKR Broker Portal Website

Log in to the Read Only Access Setting