Independent Advisor Information

Clients who are linked to Advisors may view the advisor and fee information by taking the steps outlined below.

  1. Click the User menu (head and shoulders icon in top right corner) > Select Settings.

  2. Under User Settings, view the Independent Advisor Information.

    Image of the independent advisor information panel in Portal.

  3. Click the View Fees hyperlink to view the last configured Advisor Fee that has been accepted by the client.

    Image of the view fees panel in Portal.

 

Additional Resources

Learn About Independent Advisor Information at IBKR Campus

Learn About the Client Portal Interface at IBKR Campus

Visit the IBKR Client Portal Website