Level: Intermediate
The IBKR Block Trading Desks
IBKR’s Block Execution desk can help handle order flow and source liquidity for busy stock, option, and bond investors.
Traders’ Academy offers courses for broker-dealers, introducing brokers, and financial advisors that provide details about the services offered to them by IBKR. Broker-dealers and introducing brokers can learn how to get started with automatic billing, flexible commission markups, and interest markups/markdowns – all part of IBKR’s turnkey solution for these financial institutions. Also, financial advisors can get a jump start with the Traders’ Academy course on IBKR’s integrated advisor solutions – either as an existing advisor client at Interactive Brokers or at stage where becoming a client is being considered. Learn how to white brand, run reports, rebalance portfolios, add contacts, invite prospects to open an account, configure fee templates, and much more.
Level: Beginner
Getting Started with TWS for Advisors
We have divided this course in two to address both trading and CRM. This course deals with an introduction to Trader Workstation (TWS) for Advisors where you will learn how to navigate TWS, monitor your clients’ and your firm’s aggregate positions. We show you how to trade for an individual client and for several (or all) clients at a time. And we introduce the Order Allocation Tool, which really gets to the heart of order management. You will learn to build Model Portfolios, how to allocate clients’ money to a Model as well as how to rebalance a portfolio. We also show you how to navigate the Tax Harvester Tool enabling you to run your individual client’s portfolio efficiently.
- Monitoring Positions and the Account Window
- Rebalance Portfolio for Advisors
- Navigating the TWS Advisor Setup Window
- Order Entry for Advisors
- TWS Allocation Order Tool
- TWS Model Portfolios
- How to Rebalance and Divest a Model
- Reallocate for Advisors
- TWS Tax Harvester for Advisors
- Advisor Model Marketplace
Level: Beginner
Getting Started with CRM in Client Portal for Advisors
This course deals with an introduction to Advisor Portal and all available aspects of Customer Relationship Management for Advisors to provide you with a quick reference guide for finding tasks related to solving a problem for your clients. These lessons help you learn how to configure client/prospect account invitations and build templates. We explain how to manage access for your partners and employees to provide user access rights. We walk you through reporting and statement capabilities, including PortfolioAnalyst software and explain in detail how to create custom reports for each.
Level: Beginner
Getting Started for Introducing Brokers
This course will review the Broker Portal, which is our free and powerful client relationship management (CRM) platform for Introducing Brokers (IBs). The web application serves as the one-stop destination to manage clients, run reports and key performance metrics, funding, and more. Additionally, automatic billing, flexible commission markups, and interest markups/markdowns are part of IBKR’s turnkey solution for Broker-Dealers and Introducing Brokers.
- Course Introduction
- Initiating Client Applications
- Client Account Templates for Brokers
- Adding Contacts in the Broker Portal
- CRM Tools in the Broker Portal
- Monitoring Pending Applications & Broker Client Approval
- Introduction to Broker Client Fees
- Broker Commission Markups
- Interest Rate Markups
- Invoicing for Introducing Brokers
- Reporting Tools & Broker Exception Reports
- White Branding for Introducing Brokers
