Account Confirmation Letter with Customer Agreement

Instructions

To verify account information, you can run an Account Confirmation Letter with Customer Agreement Report. Follow the steps below.

  1. Click Performance & Reports > Other Reports.

    Alternatively, click Menu in the top left corner > Reporting > Other Reports.

  2. If you manage or maintain multiple accounts, the Account Selector opens. Search for and select the account.

    The Other Reports screen opens.

  3. Navigate to the Supplemental section.

  4. Select the blue Run arrow icon to the right of Account Confirmation Letter with Customer Agreement.

    The Account Confirmation Letter with Customer Agreement menu in portal.

  5. Select a Sub Type and Language.

    The Account Confirmation Letter with Customer Agreement panel in portal.

  6. Select Run. The report will populate on your screen.

 

Additional Resources

Learn About Reporting in Client Portal at IBKR Campus

Visit the IBKR Client Portal Website

Log in to Other Reports