Support Resources for Advisors

Interactive Brokers provides extensive support and educational resources to help advisors navigate the platform and stay informed. As you continue to use the Advisor Portal, be aware of these key resources available to you:

• IBKR Campus (Advisor Education): IBKR offers a rich online education hub called IBKR Campus, which includes webinars, courses, and tutorials. In particular, there is an Advisors Curriculum on IBKR Campus designed for financial advisors. This includes “Getting Started” courses, how-to lessons for using the Advisor Portal, trading platform tutorials, and more. For example, you can find a course on Using Advisor Portal CRM or a video on Initiating Client Applications step-by-step. These resources are free and can greatly shorten your learning curve. Additionally, IBKR Campus features Traders’ Academy courses (some are tailored to advisors), the Traders’ Insight blog (market commentary), and podcasts – all of which can help you stay on top of market developments and platform features. We recommend exploring the Advisors section on IBKR Campus for any specific tasks you want to learn in depth.

• Advisor Help Center (Welcome Center): Interactive Brokers has a dedicated online Advisor Welcome Center (part of the IBKR Support portal) which compiles all relevant guides, FAQs, and tools for advisors. This should be one of your first stops if you have a question. The Welcome Center pages are organized by topics like configuring your account, onboarding clients, funding, reporting, and more. They contain step-by-step instructions (often the same content as the user guide) and links to additional resources. There’s also a searchable FAQ Knowledge Base – you can lookup common questions (e.g., “How do I link a client’s bank account?” or “Troubleshoot ACATS transfer”) and get answers from IBKR’s documentation. The Support site is very comprehensive, and browsing the advisor FAQ can sometimes answer your question faster than waiting on a call.

• Interactive Brokers Client Support Team: As an advisor (institutional client), you have access to IBKR’s Institutional Client Services (ProServe) support lines. There are dedicated phone numbers and email contacts for advisors. For example, within the United States you can call IBKR ProServe at a toll-free number specifically for institutional clients. These support reps are knowledgeable about the Advisor Portal and institutional features. Don’t hesitate to reach out to them for help with complex issues (like account transfer problems or technical issues with the platform). IBKR’s support is available nearly 24/7 given their global presence, though certain teams (like institutional support) align with U.S. business hours. Additionally, IBKR’s online chat support is available through the Advisor Portal and can be convenient for quick questions.

• User Guides and Release Notes: IBKR maintains up-to-date User Guides for the Advisor Portal and TWS. You can find the Advisor Portal User Guide on the ibkrguides.com site (the Advisor Welcome Center often links to it). It’s essentially a manual detailing every feature, which can be handy if you need specific details. They also publish release notes whenever new features or changes are rolled out (accessible via the Support > System Updates section). Keeping an eye on release notes will inform you of any changes that might affect onboarding or account management workflows.

• Community and Peers: While not an official IBKR resource, it’s worth noting that there are user communities (like forums or advisor networks) where IBKR advisors share tips. The IBKR platform is widely used, so often you can find discussion threads about best practices. Use these as a supplementary resource, but always verify information with official IBKR documentation.

• IBKR Compliance and Legal Resources: In the Support > Forms and Disclosures area, IBKR provides all the regulatory documents, disclosures, and updates. This is more for compliance, but important for advisors to be aware of. For instance, if IBKR updates its Customer Agreement or privacy policy, you might need to relay something to your clients. The advisor portal usually notifies you of such updates, but all documents are also published online for reference.

• Continual Learning: Finally, IBKR regularly hosts webinars (live and recorded) on new features or topics of interest (like using PortfolioAnalyst, or understanding fractional shares, etc.). These are announced on the IBKR website and through emails. Attending relevant webinars can enhance your mastery of the platform. As an advisor, you might also find value in IBKR’s market commentary (through Traders’ Insight) to generate talking points for client conversations.

In summary, you are not alone when using IBKR to run your advisory business. Take advantage of the wealth of support and educational material IBKR provides. If something isn’t clear, chances are there’s a tutorial or FAQ about it. And for any issue, IBKR’s institutional support is just a call or message away. By leveraging these resources, you can continually improve your efficiency and deliver better service to your clients on the IBKR platform.