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אמ;לק: הכניסה לדשבורד החדש כבר פעילה. חפשו ב-LOG IN למטה - Account Managment Beta New
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IB Customer Communiqué
Account Management Completely Reimagined
Beta Release Now Available
We are pleased to announce the Beta release of our new Account Management system. We have rebuilt Account Management from the ground up with a modern, easy-to-use, and intuitive interface designed for and consistent across any desktop or mobile device.
- The simplified menu gives you quick and easy access to all Account Management functions.
- Quickly access all account and user settings from two simple screens.
- Statements, trade confirmation reports and flex queries are available from a single screen.
- Pending items, messages and corporate actions are accessible from any screen in Account Management.
- Clients with multiple accounts can take advantage of our new intuitive account selector specifically designed to make it easier to find and choose linked and partitioned accounts.
Our Beta version is launching with 80% of existing Account Management functionality available, and we expect to complete the remainder by September. For advisors, brokers and other institution accounts, our Dashboard for client management will not be immediately available. In the fall, we will be introducing an entirely new combined Dashboard and Customer Relationship Manager (CRM) interface for client management from a desktop as well as mobile devices.
Give us your feedback! The new Account Management contains a feedback link that you can use to send us your comments and concerns, which we always welcome.
To access the new Account Management Beta, click on the login menu on our website.