White Branding Trader Workstation

Instructions

We give Brokers the ability to customize our desktop trading platform so it displays your logo and useful company information to be presented on TWS, i.e. a link to your company's Homepage, Client Service, Technical Support, and Sales Representative's contact information.

If Brokers configure Trader Workstation for white branding, then mobile devices will also be white-branded, including IBKR Mobile for Android and iOS.

To Set Up White Branding for Trader Workstation
  1. Enter TWS white branding information in Portal.
  2. Provide a link on your website for your clients to download and install TWS.
Enter TWS White Branding Information in Portal
  1. Log in to Portal and select Settings > Account Settings > Account Configuration > White Branding.

  2. Click the configure gear icon on Trader Workstation to open that section.

  3. Follow the instructions to enter General Information (including entering the URL to your own 16 x 16 pixel gif Logo Image), Help Desk Contact Information and Useful Links, as required.

    Image of the white branding for TWS in Portal.

  4. Click Save.

    Your initial white branding request may take up to 48 hours to take effect. Changes made before 5:00 PM EST go into effect 8:00 PM EST the same day. Changes made after 5:00 PM EST will take effect the following day 8:00 PM EST.

  5. Provide one of the following links on your website for your clients to download and install TWS:

    • Latest TWS version, Updatable - This link points to a TWS installer that will automatically update and will always have the latest functions:

      https://www.clientam.com/en/index.php?f=16040&ns=T&conf=am&wbid=MYBROKERWBID

      where MYBROKERWBID is your actual White Branding ID

    • Latest "Offline" TWS. This URL links to the installer for a static TWS where the version does not change unless the user manually downloads and installs TWS again:

      https://www.clientam.com/en/index.php?f=16044&ns=T&conf=am&wbid=MYBROKERWBID

      where MYBROKERWBID is your actual White Branding ID

Additional Resources

Learn About White Branding for Brokers at IBKR Campus

Visit the IBKR Broker Portal Website