Settings Quick Reference
Account Settings
Account Profile
Update Affiliate and Public Symbol Designation
Update Registration Information
Account Configuration
Update Excess Funds Sweep (Securities and Commodities Segments)
Create a Paper Trading Account
Enable Client Service Program (Modify Settings for Clients)
Enable Client Approvals (Approve All Client Applications)
Update IBKR Pricing Plan (Commission Plan)
Manage Account Linking (Link to Existing Accounts)
Enable Insured Bank Deposit Sweep Program (FDIC Bank Insured Deposit Sweep Program)
Enable Securities Class Action Recovery (Litigation Recovery Service)
Account Communication
Trading
Enable Dividend Election (Auto Invest Cash Dividends)
Enable Institutional Services (Clearing, Prime Broker, and Execution Services)
Enable Stock Yield Enhancement Program
Disable Internalization (Internalizing Trading Execution)
Account Reporting
Enable SFTR (Securities Financing Transactions Regulations)
Enable US Consolidated Audit Trail Reporting (CAT Reporting)
Enable PGP Key (Encryption for File Delivery)
Investors Marketplace
Find Investor Marketplace Services
Security
Client Settings
Create a Client Account Template
Client Specific
Create Client Trading Restrictions
Users and Access Rights
Create and Modify Users & Access Rights
Ownership Configuration
User Settings
Communication Settings
Update SMS Address
Configure Message Center Notifications
Security Settings
Update Online Features (IBKR Voting)
Set a Rackspace Password (CRM Tool)
Trading Platform
Update Market Data Subscriptions
Reporting Settings