FYI Notifications

Instructions

FYIs are notifications and automatic actions in your trading account based on your portfolio, order history and trading activity that are designed to help you stay on top of relevant dates and events. You configure FYI automatic actions on the IB FYI screen in Client Portal. You configure FYI notifications in TWS.

FYIs are intended as a convenience; do not rely on them as a comprehensive or primary source of information.

 

Additional Resources

Learn About the Client Portal Interface at IBKR Campus

Visit the IBKR Client Portal Website

Navigate to FYI Notifications