Duration: 3:43
Level: Beginner

Interactive Brokers provides investors with a mobile interface to monitor their account, trade, configure two-factor authentication and more. This lesson will review downloading the app, configuring app settings and general application navigation.

Study Notes:

IBKR Mobile provides an intuitive and easy-to-navigate interface for investors to access their trading account, configure two-factor authentication and monitor their account all from their mobile device. In this lesson we will review:

  1. How to download IBKR Mobile on the iPhone
  2. Navigating the app and
  3. Configuring app settings

Downloading the IBKR Mobile app

Investors can download the IBKR Mobile app on their iPhone from the Apple App Store. In the App Store, search for IBKR Mobile and tap GET. Interactive Brokers’ offers additional trading apps, including GlobalTrader and IMPACT. This course will review the IBKR Mobile app but for further information on GlobalTrader or the IMPACT app, please see the dedicated Traders’ Academy courses.

Once installation is complete, tap OPEN to launch the IBKR Mobile app or locate the app in the iPhone App Library.

Navigating the IBKR Mobile app

The initial page of the app provides investors with two buttons:

  • Sign Up
  • I Have an Account

The bottom of the login page contains options for IB Key Authentication and Banking, which we will cover in later lessons. Investors can toggle on Paper Trading to login to their simulated paper trading account.

At the top of the screen, the investor enters their username and password and taps the login button. Along the bottom of the app is a menu bar with icons for Portfolio, Watchlist, Trade, Account, and More. The investor can tap any of these icons to switch between pages. We will go into further detail on these pages in later lessons. 

Configuring App Settings

To configure app settings, the investor taps More, scrolls down, and taps Settings. A list will appear with Account Settings, Trading Settings, Display, Notifications, Security, Localization, and Advanced.

Account Settings will allow the invest to edit their profile, change their password, subscribe to live market data, and manage trading permissions.

Trading Settings allows investors to set trading presets for default orders by product class.

Display allows the investor to choose between light and dark mode, and enable or disable additional general configuration.

Notifications allows investors to manage and create alerts and delivery settings.

Security gives investors the option to enable Remember My Username, Auto-Reconnect, Read-Only Access, Privacy Mode, SSL, and use Two-Factor Authentication.

Localization provides options for color localization as well as language settings and display positions in base currency.

Advanced Settings is used to upload diagnostics in the event the investor needs to provide logs to our technical assistance team.

In later lessons we will review trading, monitoring the portfolio, creating watchlists, configuring two-factor authentication through IB Key, and more.


IBKR Mobile

IBKR Mobile User Guide

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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.

The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Interactive Brokers, its affiliates, or its employees.