Soft Dollar Disbursement
Instructions
Use the Soft Dollars Disbursement page to view existing soft dollar disbursements to vendors with IBKR account numbers. This page is only accessible after soft dollar vendor accounts have been set up at IBKR, and displays:
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All past soft dollar disbursements to the selected vendor, including the vendor ID, name, and the total amount disbursed. If there are no past disbursements to the selected vendor, the total amount disbursed is shown as zero. The Amount Requested, Status and Cancel fields are left blank.
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All current soft dollar disbursements to the selected vendor, including the vendor ID, name, the total amount already disbursed to the vendor, the total amount currently requested and the status of the request.
View Existing Soft Dollar Disbursements
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Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Configuration > Soft Dollar Disbursement.
Additional Resources
Learn About the Advisor Portal Interface at IBKR Campus