View or Add Comments to an Account

Instructions
  1. From the Home page in Compliance Portal, click the "i" Info icon next to an employee account.

    2. The Employee page opens.

  2. View the entries in the Comments section.

    The view or add comments to an account panel.

  3. To add a new comment, click the "+" Add icon.

    4. The Add Comment page opens.

  4. Enter text into the comment field and click Add.

    The enter text panel.

 

Additional Resources

Visit the IBKR Compliance Portal Website