User Settings
User settings are configurable settings associated with you and your username, rather than with your account. All user settings are accessible from a single User Settings screen in Portal.
To navigate to the User Settings section in Portal select Settings > User Settings. User settings are grouped as follows on the User Settings screen:
Communication Settings
- Email Address: Change your email address.
- SMS Address: Enter an SMS address to receive alerts on your cell phone.
- Mobile Number: The Mobile Number screen lets you add, edit, and delete mobile phone numbers from your account.
- Alert Notification: Select your default method of receiving alerts.
- Message Center Notification: Set your preferred and secondary languages for message and how to delivery inquiry tickets.
- Marketing Preferences: Use this page to configure your marketing preferences.
Security Settings
- Password: Change your account password.
- Online Features: Sign up to vote in our online voting forums.
- IP Restrictions: Restrict user access to TWS by IP address.
- Secure Login System: Enroll in our Secure Login Program and share your security device with a second, matching user.
- Change Security Questions: Change your security questions.
Trading Platform Settings
- Read-Only Access: Enable or disable read-only access to trading platforms.
- Market Data Subscriptions: Subscribe to market data.
- Research Subscriptions: Subscribe to news and research.
- Asia Gateway Access: This page lets account holders based in China select their delivery source for market data and regional services.
Reporting Settings
- PortfolioAnalyst Delivery: Configure PortfolioAnalyst delivery settings.
- Statements Delivery: Configure statement delivery settings.
- Flex Delivery: Configure flex statement delivery settings.
- SMS Alerts: Enable SMS Alerts on the account.
For more information on User Settings click here.
Additional Resources
Learn About the Client Portal Interface at IBKR Campus
Learn About the Advisor Portal Interface at IBKR Campus
Learn About the Broker Portal Interface at IBKR Campus
Visit the IBKR Client Portal Website
Visit the IBKR Advisor Portal Website