Independent Advisor Information

Clients who are linked to Advisors can view the advisor and fee information by following the steps below.

1. Click the User menu (head and shoulders icon in top right corner) > Select Settings.

2. Under User Settings, view the Independent Advisor Information.

   

3. Click the View Fees hyperlink to view the last configured Advisor Fee that has been accepted by the client.

   

 

Additional Resources

• Learn About Independent Advisor Information at IBKR Campus

• Learn About the Client Portal Interface at IBKR Campus

• Visit the IBKR Client Portal Website