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Advisor Orientation II

We’ll take a deeper dive into the Advisor Portal and TWS.  We’ll show you how to create a risk profile questionnaire to send to your clients and explain how you can customize your client’s application and onboard multiple accounts using Application XML.   Step-by-step we’ll show you the Tax Optimizer tool to manage your gains and losses for tax purposes.  We’ll walk through TWS Rebalance Portfolio and Model Portfolio tools, plus show you how to navigate IBKR Mobile for Advisors. Lastly, we’ll give you a tour of PortfolioAnalyst, Bonds and Cash Management features tailored for Advisors.

The sample video below is a lesson about Model Portfolios – Independent and Model Positions.

This video distinguishes the two sides of an account when running Model Portfolios and explains how the software may be programmed to recognize existing client holdings before investing in a Model.

To view the entire course, access IBKR’s Traders’ Academy.

IBKR’s Traders’ Academy offers complimentary courses which use a blended delivery of lessons, videos, quizzes and notes to help clients have a better understanding of the asset classes, markets, currencies, tools and functionality available on IBKR’s award-winning Trader Workstation (TWS), IBKR Mobile, Client Portal and TWS API applications.  Plus, we have partnered with several third parties to create courses on a variety of introductory and intermediate topics.  It’s easy to start, just register on Traders’ Academy for full courses and begin to watch lessons and take quizzes to test your knowledge!

Disclosure: Interactive Brokers

The analysis in this material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IBKR to buy, sell or hold such investments. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

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