Account Management Release Notes 2018

December 2018




Week Ending December 14, 2018

Market Data Redesigned

A new intituitve interface has been created to subscribe and unsubscribe to market data on your choice of TWS, Alternative Display and Non-Display Platforms sorted by available regions in Account Management.

For more information, see the Market Data page on our website.

Enroll for Litigation Recovery

If you have securities that were subject to litigation you may be entitled to compensation. To enroll, log in and go to Settings > Account Settings and from the configuration panel, click Litigation Recovery Service.


November 2018




Week Ending November 23, 2018

Responsive Account Management for PTG/STL Masters

The responsively designed account management system has been expanded from individuals to Proprietary Trading Group STL master users. Log in to Account Management and click "New AM" in the bottom right corner of your screen to try it out.

Learn how to use the dashboard and other features in the Account Management Users' Guide.


October 2018




Week Ending October 19, 2018

Responsive Account Management for Advisors

The responsively designed account management system has been expanded from individuals to advisor master accounts. Log in to Account Management and click "New AM" in the bottom right corner of your screen to try it out.

Learn how to use the Customor Relationship Manager (CRM) dashboard and other features in the Account Management Users' Guide.

Week Ending October 5, 2018

Performance Fee Thresholds Added for Advisors

Advisors who select a threshold set a static number or index/benchmark as a performance fee on an annual or quarterly basis. Your client's performance must exceed the threshold for the fee to be assessed to the client.


June 2018




Week Ending June 29, 2018

New Features Added to CRM Home Dashboard for Advisor/Broker Master Accounts

The Customer Relationship Dashboard has expanded functionality for your clients allowing you to view, create, edit and delete notes and documents for your clients that can be accessed from your calendar.

For more information, see the Account Management Users' Guide.

Asia Gateway Access in Responsive Account Management

Clients from China, Tawain and Hong Kong can change their delivery sources for market data and regional services in user settings.

For more information, see the Account Management Users' Guide.

Paper Trading Account Reset in Responsive Account Management

Clients can now reset their paper trading account in configuration account settings.

For more information, see the Account Management Users' Guide.

Week Ending June 15, 2018

New Features Added to CRM Home Dashboard for Advisor/Broker Master Accounts

The Customer Relationship Dashboard has expanded functionality for your clients allowing you to view, create, edit and delete events for your clients that can be accessed from your calendar.

For more information, see the Account Management Users' Guide.

Improvements to Transaction History in Responsive Account Management

Additional funding status details are being added to the Transaction History page in the Transfer & Pay section of acccount management. Additionally, the user interface has been updated to improve the user experience.

Week Ending June 1, 2018

New Features Added to CRM Home Dashboard for Advisor/Broker Master Accounts

The Customer Relationship Dashboard has expanded functionality for your clients allowing you to export client data to a CSV file. Additionally, new menu items have been added to the configuration panel in the contacts screen.

For more information, see the Account Management Users' Guide.

Create Client Service IDs (CSID) in Responsive Account Management

A CSID is a unique identifier provided by Interactive Brokers that provides a layer of security when accessing Digital Account Management web services and other IB APIs.

For more information, see the Account Management Users' Guide.


May 2018




Week Ending May 11, 2018

New Features Added to CRM Home Dashboard for Advisor/Broker Master Accounts

The Customer Relationship Dashboard has expanded functionality for your clients allowing you to download registration tasks from the dashboard and specific contact pages.

For more information, see the Account Management Users' Guide.

Marketing Preferences Configuration Added to Responsive Account Management

You can now choose how we contact you about features, offers and services in user settings.

For more information, see the Account Management Users' Guide.

Create New Linked Account Added to Responsive Account Management

In addition to the other linking, moving and partition scenarios, you can now add a completely new account under the same username in account settings.

For more information, see the Account Management Users' Guide.


April 2018




Week Ending April 27, 2018

New Features Added to CRM Home Dashboard for Advisor/Broker Master Accounts

The Customer Relationship Dashboard has expanded functionality for your clients allowing you to access their reporting, trading, and portfolio menus. Additionally, you can now view your contact's account configuration settings and upload contacts via excel or Vcard.

For more information, see the Account Management Users' Guide.

Hedge Funds Available in Responsive Account Management Marketplace

For those qualified, go to Investors' Marketplace > Find Services> Investing > Hedge Funds.

For more information, see the Account Management Users' Guide.

Bill Pay Service Available for Debit Card Users

The Bill Pay service allows users enrolled in the IBKR debit card program to schedule ACH and/or check payments to payees.

For more information, see the Account Management Users' Guide.


Week Ending April 6, 2018

Secure Login System Available in Responsive Account Management

Manage your account and two-factor authentication device security by going to Settings > User Settings > Security Settings > Secure Login System.

For more information, see the Account Management Users' Guide.

Non-Professional Subscribers Can Edit Questionnaire Form in Responsive Account Management

For those qualified, go to Settings > User Settings > Trading Platform > Market Data Subscriptions. In the Non Professional Questionnaire panel, click the Configure (gear) icon.

For more information, see the Account Management Users' Guide.


March 2018




Week Ending March 23, 2018

New Features Added to CRM Home Dashboard for Advisor/Broker Master Accounts

The Customer Relationship Dashboard now shows your assets under management (AUM) and lets you create tasks, notes and upload documents for your contacts.

For more information, see the Account Management Users' Guide.

Cash Transfer Balances Redesigned in Responsive Account Management

The withdrawable/transferable amounts in a client's account will now be displayed at the bottom of the page in the Transaction Information section.

Tax Form Update Page Added in Responsive Account Management

In your profile account settings, you can now select and update your information for tax forms.

For more information, see the Account Management Users' Guide.


February 2018




Week Ending February 23, 2018

Advisors and Brokers Can Now Enroll Clients for the Interactive Brokers Debit Mastercard

 Advisors and Brokers can now enroll their clients and have a debit card sent to their address if they have the following:

  • US Social Security Number
  • US Mailing Address
  • Verified Phone Number

For more information, see the Account Management Users' Guide.


Week Ending February 9, 2018

Investors' Marketplace Now Available for Individuals Accounts in Responsive Account Management

The Investors' Marketplace lets Individual, Broker, Advisor, Hedge Fund, Money Manager and Administrator account holders form connections with each other and with other third-party service providers to do business on our platform.

For more information, see the IB website.

CRM Home Dashboard Now Available for Advisor/Broker Master Accounts

The Customer Relationship Management dashboard will now act as the home screen in Account Management for eligible accounts.

For more information, see the Account Management Users' Guide.

Post Trade Allocations Now Available in Responsive Account Management Trading Menu

Accessing Post Trade Allocations will return you to the Classic Account Management application.

For more information, see the Account Management Users' Guide.


January 2018




Week Ending January 26, 2018

Trust Accounts Are Now Eligible to Apply for the Interactive Brokers Debit Mastercard

Trust accounts that meet all the following requirements are eligible to enroll:

  • Documented evidence of the existence of the Trust and their authority to act on behalf of the Trust - usually in the form of a copy of an executed Trust Agreement (Unless court appointed Trust Order).
  • Confirmed EIN for the entity (IRS Letter).
  • CIP/OFAC performed on each of the Trustee.

Week Ending January 12, 2018

Low Value Payments Are Now Supported in Account Management

The following currencies are supported:

  • GBP
  • HKD
  • CNH
  • SGD
  • NZD