Margin Report Availability By Account Type
The following tables describes the availability of margin reports to the different IB account structures .
Account Structure | Availability |
---|---|
Individuals | One report for each Individual Account. |
Advisors | Advisor clients may access statements electronically with their Username and Password. Advisors may also access their client's statements through Portal, print them, and send them to the client. |
Mutual and Hedge Funds | Investment Managers can only view an aggregated margin report. |
Proprietary Trading Groups | Supervisory Users can can only view an aggregated margin report. |
Introducing Brokers | Clients access their statements electronically. Brokers can view statements for the master account and client accounts. |