Add/Edit Widgets

Instructions

The Add/Edit Widgets option allows users to hide, relocate and customize the panel on the home page.

  1. Click Menu in the top left corner > Home > select the Add/Edit Widgets button on the right hand side.

    Image of the add/edit widgets panel in portal.

  2. Select which widgets you want to display on the home screen and click Save.

    Image of the add/edit widgets selection in portal.

 

Additional Resources

Learn About the Advisor Portal Interface at IBKR Campus

Visit the IBKR Advisor Portal Website