Set Alerts

Instructions

Define price, trade, and margin alerts with trigger notifications sent to your email address, or sent as a text message using E-mail to SMS. (Email to SMS only available if your mobile provider supports it. Contact your provider to find the E-mail to SMS gateway address).

  1. Tap the Account menu icon (head and shoulders) in the top left corner of the app and select Alerts.

    The iPhone create alert button.

  2. Set the Alert Conditions

    The alert conditions on the iphone.

    • Search or select a symbol to add a condition to.

      Search for an alert symbol on the iPhone.

    • Select the product and location you wish to set the alert for.

      The symbol product list on the iphone.

    • Define the Alert Conditions and select Continue.

      The define alert conditions on the iphone.

    • Create an alert name and email to confirm the alert and save the alert.

      The save alert on the iPhone.

  3. Use the additional search, filter, and soft capabilities along the top of the Alert List Screen to find alerts you are looking for.

    The alert filter menu on the iPhone.

  4. To delete an alert swipe left on the Alert List Screen.

    The delete alert on the iphone.

To define a Price alert
  1. Tap the Account menu icon (head and shoulders) in the top left corner of the app and select Alerts.
  2. Tap Create Alert.
  3. Enter a descriptive name and tap the green and white "+" to define alert conditions.
  4. Tap Price and select or search for an instrument.
  5. Modify alert criteria by tapping the appropriate line and selecting a new value.
  6. Tap Done. Review alert parameters and if complete, tap Done again to activate the alert.
To set a Trade alert
  1. Tap the Account menu icon (head and shoulders) in the top left corner of the app and select Alerts.
  2. Tap Create Alert.
  3. Enter a descriptive name and tap the green and white "+" to define alert conditions.
  4. Tap Trade and define alert parameters including underlying, exchange and financial instrument type.
  5. Specify whether you want to be alerted only for orders submitted from IBKR Mobile, or for any order created in your account that satisfies the alert conditions.
  6. Tap Done. Review alert parameters and if complete, tap Done again to activate the alert.

To set a Margin alert
  1. Tap the Account menu icon (head and shoulders) in the top left corner of the app and select Alerts.
  2. Tap Create Alert.
  3. Enter a descriptive name and tap the green and white "+" to define alert conditions.
  4. Tap Margin Cushion and define boundary settings.
  5. Tap Done. Review alert parameters and if complete, tap Done again to activate the alert.

Deactivate, Modify or Delete an alert by tapping it from the Alerts list and then tapping the desired action at the bottom of the active alert.

Triggered alerts remain in the Alerts list labeled with a black ‘triggered’ icon. You can delete a triggered alert by selecting the alert and then touching Delete.

 

Additional Resources

Learn About Alerts in IBKR iPhone Interface at IBKR Campus

Visit the IBKR Mobile Website