Accounts

Instructions

Select "Accounts" from the menu to view a list of sub-accounts for the named Master Account. Drill down further by selecting a single entry to see current inherited and account-level restrictions, and to view the relationship history of all associated restrictions to the account.

You can filter the "Accounts" view using checkboxes at the top of the page. Elect to view new applications, pending accounts, and closed accounts in addition to Open accounts.

The pre-trade compliance accounts tab

Common Tasks

 

Additional Resources

Learn About the Pre-Trade Compliance at IBKR Campus