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.

   

 

Additional Resources

• Learn About the Broker Portal Interface at IBKR Campus

• Visit the IBKR Broker Portal Website