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Enable Client Activation Notifications

Parent Course: Getting Started for Advisors

Today we are going to show you how to set-up your account so that new clients will automatically receive an email with instructions on how to access Client Portal. MORE

Contributed by: Interactive Brokers

Signing up for a Paper Trading Account

Parent Course: Getting Started for Advisors

Learn how to open a paper trading account which lets you use the full range of IBKR’s trading features in a simulated environment using real market conditions. MORE

Contributed by: Interactive Brokers

Reporting for Advisors

Parent Course: Getting Started for Advisors

This lesson will show you how in the Advisor Portal to run default and custom reports to view client activity. MORE

Contributed by: Interactive Brokers

White Branding

Parent Course: Getting Started for Advisors

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

Adding Users and Access Rights

Parent Course: Getting Started for Advisors

Learn how, once your account is approved and opened, 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

Configuring Fee Templates

Parent Course: Getting Started for Advisors

Use a template to configure fee structures for clients. Whether you create a single template or multiple versions to cater to different types of clients, this set-up can help streamline the account application process. MORE

Contributed by: Interactive Brokers

Configuring Client Account Templates

Parent Course: Getting Started for Advisors

In this lesson, we'll show you how to save time with creating client account templates which may be accessed when sending a prospect an application invite. MORE

Invite Prospects to Open an Account

Parent Course: Getting Started for Advisors

See 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

Adding Contacts to the Advisor Portal

Parent Course: Getting Started for Advisors

Learn how to add a single contact or how to migrate multiple contacts from another broker or custodian. MORE

Contributed by: Interactive Brokers

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