About Client Portal

Instructions

Client Portal lets you configure and manage your account from a single window. You can see the current value of all your accounts, configure all your account settings, submit fund and position transfers, run reports and access the Investors' Marketplace and Client Services.

The client portal dashboard on the home page.

 

Additional Resources

Learn About the Client Portal Interface at IBKR Campus

Visit the IBKR Client Portal Website

User Guides for Other Trading Platforms:

Advisor Portal

IBKR Mobile - Android

Trader Workstation

Broker Portal

IBKR Mobile - iPad

IBKR Desktop

Org Portal

IBKR Mobile - iPhone

 
 

IBKR Mobile - Android Tablet

 

 

To view a platform comparison, please click here.