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

  2. At the top of the page next to Pending - Additional Tasks select the Red Pill displaying the number of tasks.

    Image of the pending additional tasks notification in portal.

  3. The page displays accounts with pending registration tasks.

    Image of the pending registration tasks panel in portal.

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

    Image of the account specific pending tasks panel in portal.

  5. Click the Export icon on the bottom right to export the application task summary via CSV.

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

 

Additional Resources

Learn About Contacts in Advisor Portal at IBKR Campus

Visit the IBKR Advisor Portal Website