Run Account Queries Through Contact Tab

Instructions

To run an Account Query from the Contacts Page

1. From the Contact page, click Menu in the top left corner > Contacts

2. Select the Run Account Query icon and select a saved query to run.

   

   Note: To create a new Account Query, please see the Account Queries page.

 

Additional Resources

Learn About Contacts in Broker Portal at IBKR Campus

Visit the IBKR Broker Portal Website