About Portal

Instructions

Portal lets you easily store and view information about all your contacts, personal and professional, including STLs and prospects. You can also assign a label to each ("prospects", "clients", etc.) and organize contacts into groups.

Portal Home Page

The org portal home page.

 

Additional Resources

User Guides for Other Trading Platforms:

Client Portal

IBKR Mobile - Android

Trader Workstation

Advisor Portal

IBKR Mobile - iPad

IBKR Desktop

Broker Portal

IBKR Mobile - iPhone

 
 

IBKR Mobile - Android Tablet

 

 

To view a platform comparison, please click here.