Interactive Brokers Updated Client Portal

The FCA-licensed Interactive Brokers has updated its client portal to let customers complete trades more easily and conveniently.

The new Client Portal homepage provides a streamlined view for complete information for a trader to place orders. With user-friendly interface, customers can read cumulative and monthly return charts, net liquidation value, P&L, rate of return, recent transactions, top news, market sentiment, to name a few.

The latest updates to Client Portal let customers:

Add custom tickers to the indices ticking along the top navigation bar. Use the More menu and select Custom.

Quickly set an alert on an asset using the new bell icon in the Quote Details page.

Customize Watchlists by adding, removing and rearranging columns. From a Watchlist, use the More menu and select Edit Columns.

Manage the Mobile Trading Assistant (MTA), used to notify you of market, account, position and order activities, from within the Client Portal FYI Notifications > Settings. Note that you need to specify a valid email address to receive Trading Assistant and Price Alerts.