View Contact Information
Instructions
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Click Menu in the top left corner > Contacts
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Click the i Info icon next to a contact. The Contact Information page opens.
The Contact Information page shows you information about the contact, including profile and financial information, trading experience and permissions and configuration.
You can email the contact, send them an application invitation or export contact information.
You can also access the following tabs:
Overview: View Profile Information, Configuration, Trading Experience & Permissions, Additional Account Details, Financial Profile
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From the Contact page, click Menu in the top left corner > Select Overview under Contacts
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Profile Information -
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Personal Information
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Identity
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Employment
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Account/Prospect Type
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Organization Type
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Configuration - Use the configuration panel to view the account settings of your contact.
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Trading Experience & Permissions - Trading permissions specify the products your contact can trade and where they can trade them. Modify existing trade permissions or subscribe to new permissions on the Trading Experience & Permissions screen. When specifying permissions, you may be asked to sign any risk disclosures required by local regulatory authority.
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Additional Account Details - Will provide additional information on the client account
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Financial Profile - This panel shows you the current financial information for your client:
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Income and Worth
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Additional Sources of Income
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Investment Objectives and Intended Purpose Trading
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Investment Experience
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PortfolioAnalyst: View performance, create custom reports, and configure custom reports for delivery to the client's email address on record.
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From the Contact page, click Menu in the top left corner > Select PortfolioAnalyst under Contacts.
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PortfolioAnalyst is a performance analysis and reporting tool that lets you create and save reports based on various measurement criteria. You can analyze an IBKR portfolio's performance vs. industry benchmarks, drill down to asset classes, positions and transactions and review the performance of both investment and non-investment accounts held at other institutions.
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For detailed instructions about using PortfolioAnalyst, see the PortfolioAnalyst Users' Guide.
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Reporting: Run statements, create custom statements, flex queries and configure custom reports for delivery to the client's email address on record.
- From the Contact page, click Menu in the top left corner > Select Reporting under Contacts.
- Choose one of the following report options:
- Statements
- Flex Queries
- Data Queries
- Advisor Reports
- Tax Documents
- Other Reports
Transfer & Pay: View transaction history, and transfer funds or positions.
- From the Contact page, click Menu in the top left corner > Select Transfer & Pay under Contacts.
- Choose one of the following options:
- Transaction Status & History
- Transfer Funds
- Transfer Positions
- Saved Information
Agenda: View workflows, tasks and notifications.
- From the Contact page, click Menu in the top left corner > Select Agenda under Contacts
- Do one of the following:
- View, add, edit, or delete a workflow.
- View, add, edit, or delete a note.
- View, add, or delete a document.
- View, add, edit, or delete an event.
- View notifications.
- Generate Client Information PDF
Tools: View Risk Scores, Goal Tracker and Client Data Queries
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From the Contact page, click Menu in the top left corner > Select Agenda under Contacts
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Choose one of the following options:
Margin Requirements: View margin information.
- From the Contact page, click Menu in the top left corner > Select Margin Requirements under Contacts
- View margin information associated with this contact.
Sub Accounts: View and edit sub account information for any client.
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From the Contact page, click Menu in the top left corner > Select Sub Accounts under Contacts
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Click on the i icon to view the following about a sub account:
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Information
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Agenda
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Reports / Tax Docs
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Tools
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PortfolioAnalyst
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Margin Requirements
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