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Adding Users & User Roles to Your Account

Parent Course: Advisors Orientation II

Learn how, once your account is approved and funded, to add users and user roles. You can grant them access to a subset of Advisor Portal functions. This includes granting access to functions for one or more sub accounts. MORE

Contributed by: Interactive Brokers

FULL
COURSE

Advisors Orientation I

Our Advisor Orientation course is designed to walk you through IBKR’s integrated advisor solutions, either as an existing advisor client at Interactive Brokers or whether you are considering becoming a client. MORE

Contributed by: Interactive Brokers

FULL
COURSE

Advisors Orientation II

We'll take a deeper dive into the Advisor Portal and TWS. We’ll show you how to create a risk profile questionnaire to send to your clients and explain how you can customize your client’s application and onboard multiple accounts using Application XML. Step-by-step we’ll show you the Tax Optimizer tool to... MORE

Contributed by: Interactive Brokers

Creating and Customizing Client Statements

Parent Course: Advisors Orientation I

Advisors can create activity statements at the Advisor account level, individual client account level or create a consolidated statement which can include some or all your accounts. This lesson will show you how to create and customize client statements. MORE

Contributed by: Interactive Brokers

Customizing Your Account Application with IBKR’s Application XML

Parent Course: Advisors Orientation II

Application XML is a process that lets Registered Advisors provide their clients with their own customized Interactive Brokers account application experience based on IBKR's Application XML Schema. In Application XML, you use our schema as the basis for your own client account application, collect all of the required information about your client applicants using... MORE

Contributed by: Interactive Brokers

How to Add Contacts and Prospects

Parent Course: Advisors Orientation I

This lesson will show you how to add a single contact into the Advisor Portal either manually or with a vCard (electronic business card), and how to upload multiple contacts via an Excel workbook. MORE

Contributed by: Interactive Brokers

How to Invite Prospects to Open an Account

Parent Course: Advisors Orientation I

This lesson will show you how to invite a prospect to open an account using the Advisor Portal. Learn about the two methods for completing a client application; fully and semi-electronic. MORE

Contributed by: Interactive Brokers

How to Open an Advisor Master Account

Parent Course: Advisors Orientation I

This video will explain what you need to start your IBKR advisor application and the steps to open the master account. MORE

Contributed by: Interactive Brokers

IBKR Cash Products, Fixed Income and PortfolioAnalyst Solutions for Advisors

Parent Course: Advisors Orientation II

This lesson will tour a variety of cash products for your clients, such as the IBKR Debit Card program, Fixed Income investment products and PortfolioAnalyst tool which lets your clients link their investment, banking, checking, incentive plan and credit card accounts into a complete portfolio view to calculate returns, understand risks and measure performance... MORE

Contributed by: Interactive Brokers

IBKR Mobile for Advisors

Parent Course: Advisors Orientation II

In this lesson we’ll show you how you can trade and view the portfolios of your individual client accounts, account groups and models using IBKR Mobile. IBKR Mobile is available for both iOS© and Android devices. MORE

Contributed by: Interactive Brokers

IBKR’s Client Risk Profile Tool

Parent Course: Advisors Orientation II

The IBKR Client Risk Profile tool is designed to help Advisors determine the most suitable investments for their clients, based on each client’s risk capacity, risk need and risk tolerance. This information is collected through the distribution of a custom-designed client questionnaire. Advisors can view the scores through the Advisor Portal and can even... MORE

Contributed by: Interactive Brokers

IBKR’s RIA Compliance Center

Parent Course: Advisors Orientation II

Did you know that Interactive Brokers offers a wealth of information concerning RIA compliance right on the IBKR web site? Starting and registering your own advisory firm offers many benefits, including independence and the ability to control the advisory services your clients receive. But this increased freedom and control come with additional responsibilities,... MORE

Contributed by: Interactive Brokers

Investing for Clients Using TWS – Allocation Profiles

Parent Course: Advisors Orientation I

This lesson will show you the steps for creating Allocation Profiles. An Allocation Profile enables the Advisor to manually specify allocation amongst a specific group of clients by predetermining the number of shares, a percentage or a ratio at which the trade will allocate. MORE

Contributed by: Interactive Brokers

Investing for Clients Using TWS – Account Groups

Parent Course: Advisors Orientation I

Advisors can pre-trade allocate to client accounts using TWS by configuring which accounts will be included in a trade, and according to one of several methods, divide the shares between clients. MORE

Contributed by: Interactive Brokers

Login and Get Started with the Advisor Portal

Parent Course: Advisors Orientation I

After the Advisor master account has been approved and funded, the next step is to log into the AdvisorPortal. The Advisor Portal is a free and powerful client relationship management (CRM) platform for advisors on the IBKR platform. MORE

Contributed by: Interactive Brokers

Model Portfolio Overview

Parent Course: Advisors Orientation II

Advisor accounts using Model Portfolios can create theme-based investment strategies and invest client accounts directly into them. MORE

Contributed by: Interactive Brokers

Model Portfolios – Independent and Model Positions

Parent Course: Advisors Orientation II

This video distinguishes the two sides of an account when running Model Portfolios and explains how the software may be programmed to recognize existing client holdings before investing in a Model. MORE

Contributed by: Interactive Brokers

Onboard Multiple Client Accounts using an Excel Workbook

Parent Course: Advisors Orientation I

In this lesson you’ll learn how to upload multiple client accounts into IBKR’s system using a single Excel workbook. MORE

Contributed by: Interactive Brokers

Rebalance Portfolio Tool

Parent Course: Advisors Orientation II

This lesson will explore using the TWS Rebalance Portfolio Tool whereby advisors can automatically rebalance all accounts, a single subaccount, or a user-defined Account Group or Model. MORE

Contributed by: Interactive Brokers

Setting Fees and Configuring Fee Templates

Parent Course: Advisors Orientation I

In this lesson, we will show you how to configure client fees using the Advisor Portal. There are a few ways to configure fees for a client, such as when sending a prospect an account invitation. You can set fees manually or use a client fee template; or, choose to configure fees later when... MORE

Contributed by: Interactive Brokers

Tax Optimizer

Parent Course: Advisors Orientation II

This lesson will explore the IBKR Tax Optimizer tool which lets you manage your stock, option, bond, warrant, single-stock future and mutual fund gains and losses for tax purposes. MORE

Contributed by: Interactive Brokers

Which IBKR Advisor Account Structure is Right for You?

Parent Course: Advisors Orientation I

This lesson will examine the different Advisor account structures available at Interactive Brokers to help you make the right choice. MORE

Contributed by: Interactive Brokers

White Branding

Parent Course: Advisors Orientation I

Learn how to white brand your client statements, registration and other materials with your own organization’s identity, including on performance reports created by PortfolioAnalyst. MORE

Contributed by: Interactive Brokers

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