Interactive Brokers Client Portal
Client Portal
Start Here. Go Anywhere.
Access all the tools and features you need to
monitor and manage your account.
View, trade and manage your account with
one login. No downloads needed!
Simple and Intuitive
Our new Client Portal homepage provides a streamlined view of your account that includes all of the information you need.
Key Account Metrics at a Glance
Easily see your essential account information such as your Net Liquidation Value, P&L, Buying Power and more - all in real-time.
Portfolio Performance
Effortlessly track your performance with our easy-to-read cumulative and monthly return charts.
Essential Elements. Efficiently Organized.
We've assembled all the important information about your account right on the Client Portal home page to make it simple and easy to monitor and trade your account. See your rate of return, portfolio positions, recent transactions, notifications and messages, portfolio and top news, available cash, and more.
All-in-One
One single login and website gives you access to every resource you need to fully monitor and manage your IB account.
Quick Trade
Easily place orders, manage open orders, and view recent trades from any page in the Client Portal with the slide-out trade ticket.
Notifications and FYIs
Quickly see your new messages, notifications, and FYIs, or contact client services with the notification center.
Tools and Services
Use the Tools menu to quickly access everything you need to manage your account such as funding, reporting, position transfers, and more.
Go Deeper
Drill down with a click for greater depth and more detailed product information.
Detailed Quotes
Click any position to see comprehensive product information on the quote details page.
Advanced Charting
Customize your charts with a click to change the time period, add technical indicators such as SMA, EMA, Bollinger Bands, and display volume charts.
Relevant News
Stay on top of news relevant to a specific product with our live news stream.
