Pending Registration Task

Instructions

The Pending Registration Task shows you pending tasks for each of your contacts.

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

2. At the top of the page select Pending Registration Tasks to display the number of tasks.

   

3. The page displays accounts with pending registration tasks.

   • Click the status on a contact to open the pending registration task for that contact.

   • Up to three tasks are displayed on each row. Click the three horizontal dots (...) to show all pending tasks for a specific account.

     

4. The page displays the Application Tasks for the specific account.

   • Click the Export icon on the bottom right to export the application task summary to a CSV file.

   • Click Delete Application to delete the application.

   • Click Modify Application to edit and complete any pending applications.

   • Click Upload Document to upload any necessary documents for the application.

     

 

Additional Resources

• Learn About Contacts in Advisor Portal at IBKR Campus

• Visit the IBKR Advisor Portal Website