Getting Started for Advisors

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

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.

Learn where you can review IBKR’s market data bundles and packages and how users can subscribe via Advisor Portal.

Advisors need to be able to see client positions quickly and cleanly within the trading interface. This lesson explains where to view key data.

Learn how to use the TWS Rebalance Portfolio tool for the entire portfolio, not just models. See how to access it and set weights to rebalance the portfolio.

The Advisor Setup window hosts several key configuration settings for Advisors, enabling them to logically divide clients into groups, create Model Portfolios and administer default allocation settings.

This lesson will explain how to simply use the Allocation tools within the Order Entry panel to easily buy or sell on behalf of one or more clients at a stroke.

The Trader Workstation Allocation Order Tool allows an advisor to quickly and accurately allocate a single trade in stocks, options, futures, or future options into their clients’ accounts. Advisors can narrow down the list of eligible accounts by using a variety of filters and choose the allocation method prior to submitting the trade.

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.

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.

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.

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.

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

The Mosaic interface inside TWS is highly configurable and easy to use. This lesson helps first-time users understand the tile layout, how to unlock and change the display and points to the myriad of additional pages housed in the Layout Library.

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.

Build and invest Model Portfolios to help you streamline the investing process. In this lesson we walk through the creation of Model Portfolios as well as how to invest in them.

Demonstrate and explain how to add/remove stocks from Models. Adding an Option to a model. Divesting a Model and adding a client to a model.

Reallocating funds from one model to another and allocating more funds to another model.

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.

The Allocation Order Tool Tax Harvesting feature helps Financial Advisors to preview potential losses on stocks for their clients. Advisors can choose to search for short term, long term , or either loss and create orders to harvest those losses. The tool allows Advisors to pre-allocate the trade lots for multiple accounts at once.