Electronic trading major Interactive Brokers recently introduced new features and services to help advisors on its platform.
- Message Center enhancements for Registered Investment Advisors, Family Group Advisors and Hedge Fund Advisors:
New features include a sub-account Messages tab, an enhanced folder structure to help differentiate types of messages, improved message grouping and categorization, searches and filters to quickly find messages.
- Security Officer Authorizer Updates:
Interactive Brokers enhanced the process for updating the number of required Security Officer Authorizers on an account by allowing you to complete the change request directly in Portal.
On the Account Inheritance page, clients will see all configured beneficiaries, can make any changes (adds, subtracts, percentage edits) and submit changes during a single log in session.
- Improved Interface for Custom Indexes:
The platform has simplified the process for managing and investing in Custom Indexes, which allow advisors to quickly build portfolios modeled after popular Index ETFs, and easily customize them to accommodate client investment goals.
Interactive Brokers offers turnkey solutions that help advisors of any size build competitive advantage, efficiently manage their business and serve clients at lower cost.
