Broker Approval Task

Instructions

The Broker Approval Task shows you pending tasks for each of your contacts.

  1. Click Menu in the top left corner > Contacts

  2. Select Broker Approval Incomplete at the top of the page

    Image of the broker approval notification in portal.

  3. The page displays accounts with pending broker approval tasks.

 

Additional Resources

Learn About Contacts in Broker Portal at IBKR Campus

Visit the IBKR Broker Portal Website