Home Page
Instructions
The Compliance Portal Home page contains the Employees section, which displays all active employee accounts as well
as any pending or rejected invitations.
On this page, a compliance officer can:
- Invite employees to open new IBKR accounts that are automatically linked to your EmployeeTrack account.
- Link existing employee accounts to your EmployeeTrack account.
- View all active linked employee IBKR accounts, including the account number, reference ID, email address and status of each account, as well as all pending and rejected accounts.
- Sort accounts by a specific column by clicking on the column header.
- Search accounts by entering the account holder name and account number.
The Employees page is the first page that opens when you log into Compliance Portal.
