Settings Quick Reference
Account Settings
Account Profile
Update Affiliate and Public Symbol Designation
Update Registration Information
Update Professional Advisor Qualifications
Account Configuration
Create a Paper Trading Account
Update Money Manager Administrators
Enable Soft Dollar Configuration
Update Soft Dollars Disbursement
Update IBKR Pricing Plan (Commission Plan)
Manage Account Linking (Link to Existing Accounts)
Enable Securities Class Action Recovery (Litigation Recovery Service)
Account Communication
Trading
Disable Internalization (Internalizing Trading Execution)
Enable Stock Yield Enhancement Program
Enable Institutional Services (Clearing, Prime Broker, and Execution Services)
Enable CFD and Metal Client Trading
Account Reporting
Update EU Regulatory Reporting
Enable US Consolidated Audit Trail Reporting (CAT Reporting)
Enable PGP Key (Encryption for File Delivery)
Investors Marketplace
Find Investor Marketplace Services
Security
Client Settings
Create a Client Account Template
Enable Client Activation Notifications
Enable Client De-Link Notifications
Enable Delivery Options: Advisory Fee Notifications
Enable Trade in Fractions for Clients
Client Specific
Enable Client Risk Scores Questionnaire
Create Client Trading Restrictions
Users and Access Rights Configuration
Create and Modify Users & Access Rights
Ownership Configuration
User Settings
Communication Settings
Configure Message Center Notifications
Security Settings
Update Online Features (IBKR Voting)
Set a Rackspace Password (CRM Tool)
Trading Platform
Update Market Data Subscriptions
Reporting Settings