Contacts & Accounts

Instructions

View a list of your contacts with detailed information including:

• Title

• Contact

• Type

• Account Type

• Account Number

• Status

• Username

• Email

• NAV

You can sort contact information by clicking any column header. You can also add an alias for each client, duplicate existing client accounts and add account representatives.

1. Click Menu in the top left corner > Contacts & Accounts > then select the Contacts tab.

   

From the Contacts tab you can do the following:

• Add a New Contact
• Import Contacts
• View Contact Information
• Run Account Query
• Send an Application to a Prospective Client
• Export Contact Information
• Pending Registration Task
• Contact Configuration

 

Additional Resources

Learn About Contacts in Advisor Portal at IBKR Campus

Visit the IBKR Advisor Portal Website