Navigate the Compliance Portal Menus

Instructions

Find information in Compliance Portal by simply clicking an item on the top-level menu to display the available menu items.

To do so, please follow the steps outlined below.

  1. Across the top right corner of your Compliance Portal, you will see Home, Pre Trade Compliance, Reports, and Settings. Click any of these tabs to open that page.

    The compliance portal top-level menu

  2. The Reports section is expandable allowing you to select Statements or Flex Queries.

    The compliance portal rerports menu.

 

Additional Resources

Visit the IBKR Compliance Portal Website