Pending Review

Instructions

The Pending Review icon is displayed when an account has unreviewed monthly statements. Click Pending Review to review the statement.

  1. From the Home page in Compliance Portal, in the Employees list, find an account that has Pending Review.

    The pending review icon

  2. Click the Pending Review icon to review the most recent monthly statement that is pending review.
  3. The monthly statement opens on the same page.

  4. To go back to the homepage, click on the Home menu or click on Home from the breadcrumb trail.
  5. When you navigate away from the statement, the statement will be automatically marked as reviewed.

     

Additional Resources

Visit the IBKR Compliance Portal Website