Notes

Instructions

Use the Notes panel on the Home Page to see the notes you have created for your contacts.

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

    • Click the pencil icon to edit

    • Click the x icon to delete.

    • Click the + icon to create a new note.

      Image of the notes panel in portal.

 

Additional Resources

Learn About the Advisor Portal CRM Tool at IBKR Campus

Visit the IBKR Advisor Portal Website