Recent Activity

Instructions

You can see all funding and application activity from the past five days for all client or fund accounts. If no activity occurred a message to that effect will appear. Recent Activity indicates the number of items currently displayed.

  1. Click Menu in the top left corner > Home > Recent Activity tab.

    Image of the recent activity panel in portal.

    For each activity you see date, account title, account number and username. Activities can include funding, account opening or closing-related activities, and related account changes.

  2. Use the Search field to quickly locate accounts. Sort the list by any column heading.

 

Additional Resources

Learn About the Broker Portal Interface at IBKR Campus

Visit the IBKR Broker Portal Website