Interactive Brokers makes enhancements to Portal
Electronic trading major Interactive Brokers has further enhanced its Portal for individual clients, advisors and brokers.
Additional queries are now available in the Account Queries tool, including Fee Configuration, IRA Contribution, and Required Minimum Distribution.
Also, Households can now be created independently from Groups. Households are groups with members that share the same residential address. Households have additional features that allow you to specify a head of household that has specialized permissions to run a statement and other limited functions.
Additionally, Groups can be changed to a private setting, where they are visible and editable only to the user that created it.
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.