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Instructor:

Contributor: Interactive Brokers

Level: Beginner

This course is about using IBKR Mobile on your iPhone and we’ll also explore the iPad user interface. We’ll cover a wide range of topics such as customizing your watchlists, adding chart indicators, plus trading stocks, options, futures and forex worldwide.

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Lesson: #1 Getting Started with IBKR Mobile on the iPhone©

In this initial lesson, we’ll show you how to access IBKR Mobile on your iPhone device, and introduce you to customizing your Watchlists and viewing quote details.

Lesson: #2 Exploring Quote Details

This lesson will explore IBKR Mobiles’ Quote Details. Learn how to: launch multiple tools – Order Wheel, Option Chains and BookTrader; view position, fundamental and volatilities for the selected instrument; and create orders and view news, research and reports.

Lesson: #3 Trading using IBKR Mobile on the iPhone©

In this Traders’ Academy lesson we will be discussing trading using IBKR Mobile on your iPhone. We’ll cover using the Order Ticket, attaching orders and navigating the Order Entry Wheel and using iBot to trade. Plus, we’ll explore the BookTrader tool where you can transmit orders from a deep book ladder of prices.

Lesson: #4 Monitor Your Account and Portfolio

In this Traders’ Academy lesson, we’ll be discussing monitoring your account balances and portfolio using IBKR Mobile on the iPhone. You’ll learn how to: View your account balances, margin requirements, available funds and market value. Access mobile Account Management for additional reports and to update trade permissions and market data subscriptions. View your portfolio and daily P&L, plus how to customize and rearrange the column headers and manage your notifications and set-up the Trading Assistant for price, position and trade alerts.

Lesson: #5 Options on the iPhone©

In this Traders' Academy lesson, we'll discuss options using IBKR Mobile on your iPhone. You'll learn how to: View option chains; customize the option chain display, expiry, trading class, and a number of strikes and columns displayed; create a multi-leg combo using the Strategy and add options and option combos to the Watchlist.

Lesson: #6 Creating Scanners & Configuration Tips for the iPhone©

In this Traders' Academy lesson we'll discuss creating scanners and explore some configuration tips for IBKR Mobile on your iPhone. You'll learn how to: access the different types of scanners, such as Most Active, Top Percentage Gainers, Most Active by Option Volume and More! Run existing scanners and create your own with customizable criteria; customize the IBKR Mobile's tab bar, change the font size and add the company name to your instrument data line.

Lesson: #7 Customizing Charts

This lesson will explore IBKR Mobiles’ Charts. Learn how to: customize the chart settings - bar size and type, volume, annotations and indicators and add multiple studies such as: Momentum, Regression, Moving Averages and more!

Lesson: #8 IB Key – Two-Factor Authentication – iPhone

Interactive Brokers is committed to protecting your account from fraudulent activities, and two-factor authentication is a critical part of that process. This video illustrates how to download and install IBKR Mobile onto your iPhone phone device, as well as how to establish and use two-factor authentication to securely access your account.

Lesson: #9 IB Key – Challenge-Response – iPhone

Interactive Brokers is committed to protecting your account from fraudulent activities, and two-factor authentication is a critical part of that process. This video illustrates how to use the manual challenge/response authentication method to securely access your account if notifications are disabled, or no internet access is available, or if you have an unstable connection on your phone.

Lesson: #10 IB Key – New Phone Migration – iPhone

Interactive Brokers is committed to protecting your account from fraudulent activities, and IB Key is a critical part of that process. This video illustrates how to migrate IB Key to a new iPhone.

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