View, Update or Cancel Invoice Requests

Instructions

1. Click Menu in the top left corner and select Administration & Tools > Fees & Invoicing > Invoicing.

   

2. Click the information icon next to pending invoices to view a summary screen.
3. Click the pencil icon to edit pending invoices or the x icon to delete pending invoices.

   If you use Money Managers select an Advisor account from the Advisor drop-down list (Financial Advisor accounts begin with the letter F; Money Manager accounts begin with the letter A), then select a client account from the Client Account drop-down list.

 

Additional Resources

Learn About Invoicing in Broker Portal at IBKR Campus

Visit the IBKR Broker Portal Website

Log in to Invoicing