Interactive Brokers Account Management

Interactive Brokers (IB) is a leading online broker for individual investors and professional traders. They offer a wide range of services, including account management, trading, global market data and news, monitoring account balances and managing portfolios. IB offers an easy-to-use Client Portal to help you manage your accounts.

What Is the Client Portal?

The Client Portal serves as a one-stop resource for all your trading needs. You can check quotes, place trades, review account balances and P&Ls, fund an account, access global market data and news, and monitor key performance metrics. The Client Portal also provides access to the Account Management Gateway where you can configure your IB account with financial and regulatory information, IP restrictions, pricing structures, base currencies and more.

How to Access Account Management on Interactive Brokers

Log In from the IB Website

One way to access Account Management is by logging in from the IB website. From here, you can easily and securely access your account.

Access from the Trader Workstation

You can also use the Trader Workstation app on your mobile device to access Account Management. On this convenient app, you will be able to access all of the features and resources that have been made available for you.

What Other Features Does IB Offer?

In addition to the Client Portal, IB also offers Digital Account Management tools for Registered Investment Advisors and Introducing Brokers. These tools allow advisors to manage client applications, administer client accounts and view key performance metrics in real time. There are also webinars available that provide helpful information about configuring your account settings as well as an overview of Forex (FX).

FAQs

How do I fund my IB account?

You can fund your IB account through bank wire transfer or debit/credit card payment. For more information on funding methods please visit IB website.

How do I view my P&L?

To view your P&L go to “Account Summary” in the Client Portal then select “P&L Statement” from the dropdown menu at the top of the page.

Conclusion

Interactive Brokers offers a comprehensive suite of services for individual investors and professional traders alike. With their easy-to-use Client Portal you can check quotes, place trades, review accounts balances and P&Ls in real time as well as access global market data and news all from one convenient location. They also offer Digital Account Management tools for Registered Investment Advisors so they can manage client applications quickly and easily while keeping track of key performance metrics in real time. With Interactive Brokers you have everything you need to make informed decisions about your investments right at your fingertips!