Add, Edit or Delete Calendar Events

Instructions
  1. Click Menu in the top left corner > Administration & Tools > Calendar.
  2. Click the + icon in the top right corner to add a new event.

    Image of the add event panel in portal.

  3. Enter the following information:
    1. Event name.
    2. Start date and time.
    3. End date and time.
    4. Click All Day Event, if applicable.
    5. Enter more than three characters to find contacts to add to the event.
  4. Click Create.

    The event appears on the calendar.

  • To edit an event, click the blue edit pencil icon beside it.
  • To delete an event, click the x icon.

 

Additional Resources

Learn About the Broker Portal CRM Tool at IBKR Campus

Visit the IBKR Broker Portal Website