Profile
Instructions
The Profile(s) panel on the Account Settings screen shows a list of all user profiles for the current account. Profiles let you modify information
for individuals or entities associated with your account.
You can modify
the following information:
User profiles are different from users that you add to your account through the Users and Access Rights process.
The Profile(s) panel lets you:
View a Profile
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Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Profile
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Click Profile
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The Account Settings screen opens. The Profile(s) panel appears at the top of the screen.
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In the Profile panel, click the i icon next to the profile you want to view.
The profile opens in a pop-up window.
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Click Close to close the pop-up
Edit a Profile
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Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Profile
The Account Settings screen opens. The Profile(s) panel appears at the top of the screen.
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Click the Edit (pencil) icon for the profile you want to modify.
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Click Profile or Tax Forms.
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Profile information appears on a series of screens. Modify information as required, clicking Continue to advance through the screens.
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Verify or update your information, and then click Continue.
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If you do not participate in the Secure Login System for two-factor authentication, you will receive an email with a confirmation number. Enter the confirmation number sent
to you via email, then click Continue. If you have not received a confirmation number, click Request
Confirmation Number to have
a new confirmation number sent to your email address.
-
Click Ok.
Delete a Profile
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Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Profile
- In the Profile panel, click the X next to the profile you want to delete.
- Click Yes to confirm.
Additional Resources
Learn About the Client Portal Interface at IBKR Campus
Visit the IBKR Client Portal Website
Log in to Profile