Client Pending Items
Instructions
The Client Pending Items section contains a list of records you can view, sort and search. Sort by clicking any column heading (Info, Pending Item, Date, Account ID, Account Title, Alias, NAV, or Status). Use the search bar to quickly locate information.
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Click Menu in the top left corner > Home > Client Pending Items tab
By default, ten records are displayed, but you can change this to 25, 50, or 100. Click items in the Status column for more information.
Additional Resources
Learn About the Client Portal Interface at IBKR Campus