Level: Beginner
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.
Client Portal is a one-stop online venue where you may see your portfolio, trade, news about your positions and the market, create and view statements. In this lesson, we’ll help you easily navigate the homepage and edit the widgets to maximize the information at your fingertips.
Lesson: #2
Client Portal Watchlists and Market Scanners
Monitor global markets by creating watchlists of your own. This lesson looks at accessing and creating both watchlists and configuring market scanners.
Lesson: #3
IBKR’s Client Portal – Enter a Trade
This lesson walks you through the easy process of entering a simple order ticket for submitting a trade, whether you are investing in stocks, options, futures or other assets.
Use the Client Portal to request trading permissions for stocks, options, futures and more products. In this lesson we also show you how to subscribe to Market and Research Data.
Lesson: #5
IBKR’s Client Portal Reports
Build and access default statements easily for your account using Client Portal. This lesson shows you where to locate statements, flex queries, tax documents and other reports.
Lesson: #6
Viewing Markets in Client Portal
Access global financial news quickly from Client Portal’s Markets tab.
