About Broker Portal

Instructions

Broker Portal lets you easily store and view information about all your contacts, personal and professional, including clients, prospects, and former clients. You can assign a label to each ("prospects", "clients", etc.) and create and store emails, notes, tasks and documents. You can also send bulk emails to multiple contacts and organize your contacts into groups. For your privacy and protection, all emails, notes and tasks are stored at Rackspace, a third-party cloud management solution provider to which IBKR does not have access.

Broker Portal Home Page

 

Additional Resources

Learn About the Client Portal Interface at IBKR Campus

Learn About the Advisor Portal Interface at IBKR Campus

Learn About the Broker Portal Interface at IBKR Campus

Visit the IBKR Client Portal Website

Visit the IBKR Advisor Portal Website

Visit the IBKR Broker Portal Website

User Guides for Other Trading Platforms:

Client Portal	IBKR Mobile - Android	Trader Workstation
Advisor Portal	IBKR Mobile - iPad	IBKR Desktop
Org Portal	IBKR Mobile - iPhone
	IBKR Mobile - Android Tablet

 

To view a platform comparison, please click here.