Traders and investors new to IBKR’s award-winning Trader Workstation (TWS) platform, IBKR Mobile, Client Portal, and PortfolioAnalyst, can orient themselves with practical, ‘How To’ video lessons that will help make IBKR’s cutting-edge technology more familiar, and easier to navigate. Get started by learning the basic features and format of the TWS platform, including its myriad of available order types, customizable displays and trading tools, and configurable financial charts. Also, learn how other IBKR trading tools provide traders and investors with financial flexibility, including how to trade right from an iPhone or Android device; how to use a single log-in with Client Portal to access IBKR account details, statements and reports, as well as monitor global markets, build watchlists, use scanners, and trade; and explore how PortfolioAnalyst can consolidate, track, and analyze traders’ and investors’ financial performance by linking their investment, checking, savings, annuity, incentive plan, and credit card accounts.

IBKR Orientation
Level: Beginner

IBKR Orientation

Welcome to Interactive Brokers! With your IBKR account activated, you have a world of trading opportunities to explore. So, what are your next steps? How do you locate the tools and resources you will need to get you up and trading as quickly as possible? Join us for these orientation videos on getting started with IBKR!

Introduction to Charts
Level: Beginner

Introduction to Charts

In this course you will learn: How to access and configure charts, so you can quickly visualize an event in real time; Create Multiple charts in one panel; How to build and save chart templates for reuse; And for those of you who want to trade directly from a chart, we’ll show you TWS ChartTrader.

Fixed-Income Trading for TWS
Level: Beginner

Fixed-Income Trading for TWS

This course is designed to help traders and investors navigate and configure bond-related tools within the IBKR Trader Workstation (TWS) – whether new to the world of the fixed-income markets or an experienced professional. By the end of this course, you should learn how to search for, select, analyze, and make investment decisions about specific fixed-income products, including government, corporate, and municipal debt securities.

IBKR Mobile – iPhone©
Level: Beginner
IBKR Mobile – Android©
Level: Beginner

IBKR Mobile – Android©

This course will cover using IBKR Mobile on your Android© phone. We’ll cover a wide range of topics such as customizing your watchlists, adding chart indicators, plus trading stocks, options, futures and forex worldwide.

Client Portal
Level: Beginner

Client Portal

Client Portal enables you to stay connected with key features and services inside your IBKR account. Client Portal not only provides users with access to account details, statements and reports, but also allows you to monitor global markets, build watchlists and scanners and also trade using a single log in.

IBKR GlobalTrader
Level: Beginner

IBKR GlobalTrader

The Interactive Broker’s GlobalTrader app is a simplified version of our mobile platform. It allows investors to trade in stock markets around the world, as well as trade options and mutual funds, and access IBKR’s crypto currency offerings.