Getting Started with Advisor Portal

IBKR’s Advisor Portal is our free and powerful CRM platform, which serves as a one-stop destination to manage clients, access reporting features, client billing, and more. This lesson will introduce how to navigate the Advisor Portal. Study notes and other lessons: Interactive Brokers website: Open an account at Interactive Brokers: Trading Education at IBKR: Traders’ Academy: Coursera: Podcasts: IBKR Webinars: Traders’ Insight: IBKR Quant: Student Trading Lab Info: Traders’ Glossary: Learn more about the IBKR Campus: