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Client Portal Release Notes

Redesigned Home and Portfolio Pages

The Client Portal Home page and Portfolio have been redesigned for a better balance of content and utility.

  • The information tiles have been reorganized; some have been moved, for example Account Metrics, Performance Chart and Asset Allocation Pies are now in the Portfolio page. Some new tiles have been added, including Net Liquidity over Time, Top Portfolio Positions, Market Overview, Manage Your Account with a list of suggestions.
  • Tiles are now all the same size and more uniform in appearance.
  • A new footer includes a mini site map with links to some of the most-used pages.
  • For ease of use, the word "Menu" now appears to the right of the the main menu icon on the Home page.
  • In conjunction with these changes, the Portfolio page has also been modified to include new tiles that were moved from the Home page.

Log in to Client Portal using your account credentials from the Log In menu on the navigation bar of the IBKR website.


Client Portal Home


Support for Bulletins

Client Portal now supports Bulletins to keep you apprised of system, exchange, and other issues. When you have a bulletin you'll see the yellow "bulletins" notification marker in the top right corner of the navigation bar between the User and Notifications icons . Tap the icon to view the system bulletin.


See bulletins in Client Portal