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Duration: 1:03

Instructor:

Contributor: Interactive Brokers

Level: Beginner

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.

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Study Notes:

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.

To do this – access Advisor Portal, click Settings and then Account Settings.

In the Configuration panel on the right, click the Configure (gear) icon for Client Activation Notifications.  Select “Enabled” which going forward will automatically send an email to your new clients with instructions on how to access Client Portal.

If you decide not to enable this feature, the new clients will still receive a physical welcome letter with an access link to Client Portal.

Disclosure: Interactive Brokers

The analysis in this material is provided for information only and 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 by IBKR to buy, sell or hold such investments. 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.

Supporting documentation for any claims and statistical information will be provided upon request.

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