Account Queries
Instructions
Use the Account Queries tool to search accounts by account type, account status, application type, margin type, and additional criteria.
Note: The Account Queries tool can only be accessed by users enrolled in the Secure Login System.
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Click Menu in the top left corner > Administration & Tools > Account Queries
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Click the + icon in the upper right corner to Create an Account Query
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Enter a query name, select the query sections, and select Continue
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Review the Account Query and click Ok.
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Click Menu in the top left corner > Administration & Tools > Account Queries
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Click the Run arrow icon next to the query you want to run.
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Once the query is run, the results are displayed in a table:
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Select Export to CSV to download page content as a CSV file.
Additional Resources
Learn About Advisor Portal at IBKR Campus