Open the Pre-Trade Compliance Tool

Instructions

Open the Pre-Trade Compliance tool from within the Portal. To do so, please take the steps outlined below.

  1. Log into Client Portal.

  2. Click the Pre-Trade Compliance tab in the top right corner of the Home Page.

    The Pre-Trade Compliance tab in portal.

  3. The Pre-Trade Compliance window will populate.

    The Pre-Trade Compliance Tool

 

Additional Resources

Learn About the Pre-Trade Compliance at IBKR Campus