Where can I view IB Account Report？
Introducing Brokers can view their IB Account Report by logging in to the IB Portal and selecting "Account Report". The Account Report allows Introducing Brokers to view accounts registered through their IB link and use the available filters to better track and follow up with their clients.
IB Account Report
- Log in to your IB Portal.
- Navigate to and click "Account Report".
- Select the Relevant Account Category: Accounts, Unfunded Accounts, Opened Accounts, Pending Accounts, Leads.
- Once you have completed the above steps, you can view your IB Account Report and review the account status of clients registered through your IB link. You can also use the available filters to monitor and follow up with your clients more effectively.
Important Information
- Introducing Brokers can use the available account filters in Account Report to better monitor their clients' account status and facilitate follow-up and communication.
- The Account Report provides different categories to help Introducing Brokers review and track accounts registered through their IB link.
- Accounts - Displays all accounts registered through the IB link.
- Unfunded Accounts - Displays all accounts registered through the IB link that have not been funded.
- Opened Accounts - Displays all trading accounts under the IB, including accounts where verification may not yet be completed.
- Pending Accounts - Displays all accounts registered through the IB link where the required documentation has been submitted and is awaiting review.
- Leads - Displays accounts registered through the IB link that only have Demo Accounts or have not yet completed the registration details.
