Interactive Brokers boosts Portal functionalities
Electronic trading major Interactive Brokers has further boosted the functionalities of its Portal for individual clients, advisors and brokers.
- Fee Per Trade Unit
Brokers can now charge client commissions on USD/CAD stocks as a percentage of trade value in addition to per share.
- Account Queries
Client data generated using the Account Queries tool can now be exported to CSV.
Interactive Brokers regularly enhances its Portal. Earlier in 2022, additional queries were made available in the Account Queries tool, including Fee Configuration, IRA Contribution, and Required Minimum Distribution.
The Advisor Portal allows you to easily store and view information about all of your contacts, including clients, prospects, former clients and other personal and professional relationships. Every record is considered a “contact” and you can designate contacts as being of a certain type (prospects, clients, etc.)
You can create and store emails, notes, tasks and documents for each contact. send bulk emails to multiple contacts and organize contacts into groups. Interactive Brokers does not store or have access to your emails, notes and tasks; they are stored at Rackspace, a third-party cloud management solution provider.