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Duration: 3:25

这一讲将为您介绍怎样进入以及使用IBKR 客户端的信息中心,同时我们还会为大家介绍IBKR 客户端上附加支持功能。

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Study Notes – 学习笔记:

IBKR 客户端Client Portal – 学习笔记

第三讲 – 信息和支持中心

这⼀讲将为您介绍怎样进⼊以及使⽤IBKR 客户端的信息中⼼,同时我们还会为大家介绍IBKR 客户端上附加支持功能。

登⼊IBKR 客户端,点击左上角的菜单图标,打开菜单。找到消息和⽀持页⾯入⼝。我们先来看⼀下消息中心。

消息中⼼的界⾯类似于电⼦邮箱的收件箱,左侧列出了收件箱和已过期两个区域。收件箱区域中有三个⽂件夹,分别是‘查询’ ‘公司⾏动‘ 以及 ‘其他消息’。点击每个⽂件夹就可以查看⽂件夹中的内容。在IBKR 客户端界⾯右上角有⼀个钟形图标,该图标上红⾊的数字图标代表着您收件箱中的未读信息和通知。

点击“撰写“键旁的齿轮图标,对接收信息⽅式进⾏⾃定义设置。您可以在这⾥设置您的⾸选语⾔和次选语⾔,按照您的喜好选择接收通知的⽅式。

您可以选择在IBKR 客户端上的消息中⼼接收通知,或者选择在交易者⼯作站、电⼦邮件或者是短信的⽅式接收通知消息。设置完成后,点击保存,关闭该页⾯。

点击“撰写”图标,下拉菜单中列列出了几项快速链接。您可以在这⾥填写税务更正表,提交取消交易请求,查看典型⽇内交易者请求等。点击“新咨询单”,可以创建一个咨询问题请求。

输⼊请求标题,比如我输⼊“保证金交易”,选择一个符合您咨询问题的类别,这⾥我选择“交易问题”,之后选择相应的主题,我选择“保证⾦”。之后在下方的区域输入您的具体问题,比如“如何进行保证金交易?”,点击左下⽅的图标可以添加附件,请注意IBKR 客户端只支持添加2 个附件,两个附件的大小总和不超过3MB,每个文件的大⼩不超过2MB。填写完毕之后点击提交。

您的问题会列在收件箱中的查询⽂件夹中,左侧的是您咨询问题的查询参考号。

除了提交咨询问题外,您还可以登录我们的网站,在交易中找到帮助文档,这⾥里列出了⼀系列IB 产品的⽤户指南,以及⼀些常见的问题解答。

我们再来看⼀下支持中心。在菜单栏中点击支持,进入支持中心界⾯,这⾥列出了IBKR客户端的⼀些附加支持功能。信息中心会将你带回到消息中心界⾯,还可以提交定单取消请求,查看可抛空股票,以及使⽤其他功能。

 


Disclosure: Interactive Brokers - 盈透证券香港有限公司

美国盈透证券是NYSE – FINRA – SIPC的成员,受美国证监会(SEC)和商品期货交易委员会(the Commodity Futures Trading Commission)监管。盈透證券香港有限公司受香港證券及期貨事務監察委員會(SFC)監管,是香港交易所(HKEX)和香港期貨交易所(HKFE)的成員。

Disclosure: Interactive Brokers

Information posted on IBKR Traders’ Academy that is provided by third-parties and not by Interactive Brokers does NOT constitute a recommendation by Interactive Brokers that you should contract for the services of that third party. Third-party participants who contribute to IBKR Traders’ Academy are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the services offered, their past or future performance, or the accuracy of the information provided by the third party. Past performance is no guarantee of future results.

This material is from Interactive Brokers - 盈透证券香港有限公司 and is being posted with permission from Interactive Brokers - 盈透证券香港有限公司. The views expressed in this material are solely those of the author and/or Interactive Brokers - 盈透证券香港有限公司 and IBKR is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation to buy, sell or hold such security. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

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