IBKR provides the ability for Advisors to White Brand specific areas of our software and documentation. That means that you can display your own logos and your company information on Interactive Brokers software and documentation, including:
- Trader Workstation and the online users guide
- Client Portal
- Emails and the
- Contract Database
You can set up this feature easily using the Advisor portal, just select Account Settings. Under the Configuration section, locate White Branding and click the configure icon.
- The first item you’ll want to create is thew white branding ID.
- The ID is used in your white branding link.
- To add or change the ID, click the configuration icon.
- Make sure to read the information on configuring your unique ID.
- If you change your ID, you should also update your White Branding links with the latest ID.
- Click save when done.
Next, walkthrough each section that represents the category you wish to white brand, click the gear icon to configure, then follow the instructions in the section to enter the required information.
Note any image sizes for your banner.
Once you have uploaded your images and filled out the information requested, your white branded link will look something like this:
Click Save to enter the information into IBKR’s system.
White Branding of statements can take up to 24 hours from the time you upload your images.
And you may email your White Branding issues to firstname.lastname@example.org.
Disclosure: Interactive Brokers
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