Recent Activity

Instructions

You can see all funding and application activity from the past five days for all client or fund accounts. If no activity has occurred, a message to that effect will appear. Recent Activity indicates the number of items currently displayed.

1. Click Dashboard in the top left corner and select the Recent Activity tab.

   

   Activities generally relate to account changes such as applications, funding, account opening or closing, and so on. For each activity you can see date, account title, account number and username.

2. Use the Search field to quickly locate accounts. Sort the list by any column heading.

 

Additional Resources

• Learn About the Advisor Portal Interface at IBKR Campus

• Visit the IBKR Advisor Portal Website