SFTR

Instructions

The Securities Financing Transaction Regulation Report can be run for Eligible Clients only. To do so, 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 Regulatory Drop Copies section.

  4. Select the blue Run arrow icon to the right of SFTR.

    The SFTR menu in portal.

  5. Select a Date and click Run.

    The SFTR panel in portal.

  6. The SFTR 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