Groups & Households

Instructions

You can combine your contacts into groups according to any criteria you choose. You will then be able to open a group of prospects and accounts instead of selecting them one at a time.

1. Click Menu in the top left corner > Administration & Tools > Groups & Households

   • View Current Members in a Group
   • Add, Edit or Delete a Group

Additional Resources

• Learn About the Proprietary Interface at IBKR Campus

• Visit the IBKR Proprietary Trading Groups Website

• Log in to Groups & Households