Account Avatar

The Account Avatar Icon The account avatar icon is located in the top right corner of the IBKR Desktop screen and consists of the following:

  • Notifications: This allows you to view Market Alerts, FYI Notifications, and Notification Delivery Preferences

  • About IBKR Desktop: This will display java and build information pertaining to the IBKR Desktop application

  • Deposit/Withdraw Funds: This will open the Transfer Funds screen of the Portal.

  • Trading Permissions: This will open the Trading Permissions screen of the Portal.

  • Market Data Subscriptions: This will open the Market Data Subscriptions screen of the Portal.

  • Change Password: This will open the Change Password settings screen on the Portal.

  • Activity Reports: Select whether you would like to view an Activity Statement, Trade Confirmation Report, or Export Activity. All options will open the Reporting screen of the Portal.

  • Performance: This will open the PortfolioAnalyst screen of the Portal.

  • Risk Reports: Select whether you would like to view a Margin Report, Value at Risk Assessment, or a Stress Test. All options will open the Reporting screen of the Portal.

  • Tax: Select whether you would like to view Tax Forms or the Tax Optimizer. Both options will open the Tax Reports screen of the Portal.

  • Log Out: This will log you out of the IBKR Desktop application

    The IBKR Desktop log out button.

 

Additional Resources

Learn About the IBKR Desktop Interface at IBKR Campus

Visit the IBKR Desktop Website