Enable IBKR Risk Scores

Instructions

Before you can use the Risk Score tool, you must enable the tool within the Portal. To do so, please take the steps outlined below.

  1. Click Menu in the top left corner > Administration & Tools > Risk Scores.

    Image of the risk scores panel in portal.

  2. Click Yes to enable the feature and then click Continue.

Note: For newly-added FA client accounts, it takes up to one full business day from the time the account is approved before it will be available as a questionnaire recipient in the Message Center.

 

Additional Resources

Learn About Advisor Portal at IBKR Campus

Visit the IBKR Advisor Portal Website

Navigate to Risk Scores