Assets Under Management

Instructions

The Assets Under Management (AUM) section shows you the following information at a glance:

  • The Consolidated Net Asset Value (NAV) of your AUM (seen in the bar graph).

  • The Year-To-Date (YTD) return of your AUM (seen in the line graph).

  1. To see AUM, click Menu in the top left corner > Home > Assets Under Management (AUM) on the right hand side.

    Image of the assets under management widget in portal.

 

Additional Resources

Learn About the Broker Portal Interface at IBKR Campus

Visit the IBKR Broker Portal Website