Documents

Instructions

You can upload documents for your contacts from the Home page Documents section.

  1. Click Menu in the top left corner > Home > Documents

    • Click the + icon to add a new document.

    • Click the iicon to view a document

    • Click the x icon to delete a document

    • Browse your file directory to find and upload a document, and add a contact before saving.

      Image of the documents panel in portal.

      Image of the upload document panel in portal.

Note: This feature is not a document submission queue for new accounts documents.

 

Additional Resources

Learn About the Advisor Portal CRM Tool at IBKR Campus

Visit the IBKR Advisor Portal Website