Account Avatar

The Account Avatar Icon The account avatar icon is located in the top right corner of the IBKR Desktop screen and consists of the following:

  • Notifications: This allows you to view Market Alerts, FYI Notifications, and Notification Delivery Preferences

  • About IBKR Desktop : This will display java and build information pertaining to the IBKR Desktop application

  • Deposit/Withdraw Funds: This will open the Transfer Funds screen of the Portal.

  • Trading Permissions: This will open the Trading Permissions screen of the Portal.

  • Market Data Subscriptions: This will open the Market Data Subscriptions screen of the Portal.

  • Change Password: This will open the Change Password settings screen on the Portal.

  • Activity Reports: Select whether you would like to view an Activity Statement, Trade Confirmation Report, or Export Activity. All options will open the Reporting screen of the Portal.

  • Performance: This will open the PortfolioAnalyst screen of the Portal.

  • Risk Reports: Select whether you would like to view a Margin Report, Value at Risk Assessment, or a Stress Test. All options will open the Reporting screen of the Portal.

  • Tax: Select whether you would like to view Tax Forms or the Tax Optimizer. Both options will open the Tax Reports screen of the Portal.

  • Log Out: This will log you out of the IBKR Desktop application

    The IBKR Desktop log out button.

 

Additional Resources