Calendar

Instructions

The Home page has a mini calendar that allows you to see your upcoming events at a glance. You can view, edit, and delete events scheduled with your contacts.

  1. Click Menu in the top left corner > Home > Calendar on the right hand side of the page

  2. To see your calendar in a full window, click View Full Calendar.

    Image of the calendar widget in portal.

 

Additional Resources

Learn About the Advisor Portal CRM Tool at IBKR Campus

Visit the IBKR Advisor Portal Website