Traders’ Academy helps traders, investors, educators and students improve their understanding of the products, markets, currencies and tools available via IBKR’s award-winning Trader Workstation (TWS), IBKR Mobile, Client Portal and TWS API applications.
Our complimentary courses use a syllabus to define instructional goals and objectives, are delivered using a blend of lessons, videos and notes, and use quizzes to benchmark progress.
All Categories /Advisor Tools
Instructor: Mary MacNamara
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.
10 Lessons | 47 mins | Beginner | 2019/06/19
Instructor: Andrew Wilkinson
Our Advisor Orientation course is designed to walk you through IBKR’s integrated advisor solutions, either as an existing advisor client at Interactive Brokers or whether you are considering becoming a client.
12 Lessons | 1 hr 6 mins | Beginner | 2019/05/13