How do I Navigate the Interface?

IBKR Desktop is designed for simplicity, and uses icons, panels, and tabs in place of long and confusing menus.

Instructions

  • Use the Left Navigation panel as a starting point for platform navigation. Click an icon to open your Portfolio, Watchlists, Quote, Feedback, Troubleshooting and Preferences pages.

  • Use the main menu accessible from the Welcome The account avatar icon avatar.

  • Find right-click menus from any position or quote.

    The ibkr desktop navitation

    1 - Page tabs

    2 - Left side panel with icons

    3 - Account avatar menu

     

    The ibkr desktop right-click menu.

    1 - Right-click menu

 

Additional Resources