This website uses cookies to collect usage information in order to offer a better browsing experience. By browsing this site or by clicking on the "ACCEPT COOKIES" button you accept our Cookie Policy.

Duration: 2:11

Instructor:

Contributor: Interactive Brokers

Level: Beginner

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.

Read More

Study Notes:

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
  • PortfolioAnalyst
  • Statements
  • 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:

https://www.clientam.com/sso/Login?partnerID=ADV1234.

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 whitebranding@interactivebrokers.com.

White Branding Overview

White Branding User Guide

 

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.

Any stock, options or futures symbols displayed are for illustrative purposes only and are not intended to portray recommendations.

trading top