Electronic trading major Interactive Brokers continues to enhance its services, with Advisor Portal getting a set of improvements.

The portal now includes a new Transaction History page under Performance and Reporting, allowing clients to view all their transactions in one place without needing to run an activity statement. This feature provides a more comprehensive view than the current page, which only shows position and cash transfers.

Interactive Brokers has released the ability for US Professional registered advisors to provide certain clients with a temporary password. Eligible advisors can access the tool from the Support page in Advisor Portal.

Key points:

This tool only supports providing password assistance to certain clients. It does NOT allow the advisor to provide security device assistance.

• Access Rights:

By default, only the primary master user has the Client Security access right.

Additional users will need to have the access rights assigned. This right is located on the Client Management Access page in the User Configuration screens.

• Client Qualification:

Clients must either have a verified mobile number or be enrolled in IB Key to qualify. Clients who are not eligible will be required to call in to IBKR for immediate assistance.