Interactive Brokers enriches account queries lineup in Portal
Electronic trading major Interactive Brokers continues to enhance its Portal for individual clients, advisors and brokers.
Additional queries are now available in the Account Queries tool including Account Sub Type, Age, Email, Phone Number, and User Name.
Let’s note that the broker regularly updates its solutions. The broker has been expanding the list of Account Queries over the past several months. Recent additions include: Beneficiaries, Stock Dividend Reinvestment Status, Client Trading Privilege, and Tax Lot Matching Method, as well as Application Template, Limited Options Trading and Regulatory Questions.
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.