Our new homepage consolidates key account, position and market updates - along with quick access to our "For You" notifications - all in one place. You can launch the relevant trading tool and view details from each tile. You can open the Homepage at any time from the menu. And coming soon, you'll be able to customize the layout to include tiles that are most useful to the the way you trade.
It's now even easier to find the mutual funds that best meet your investment style and criteria from the 12,000+ funds IBKR offers. Research and explore funds right in your Watchlist with our new mutual fund columns, or use the Market Scanner to define specific fund filters so you can compare your favorite funds to those with the same strategies, or find potentially better alternatives.
To add Mutual Fund columns to a Watchlist, from the "more" menu in the upper right corner of the Watchlist tap Manage Columns, then tap Add Columns from the bottom left. Scroll down to find Mutual Funds sections including Popular, Ratings & Strategy, Ratios & Statistics and Other, and tap a category to expand and see all available columns with detailed descriptions. Tap the "+" icon to add the column.
To add a new mutual funds scanner, select New Scanner from the menu, then tap New Scanner at the bottom right corner. Select US Mutual Funds as the instrument type, then scroll through the fund scanners to select. Define additional filter criteria as needed the "Save" in the bottom right corner. Your saved scanner is now shown in the "My Lists" section of the Scanners page. Additionally, add Mutual Funds columns directly
Want to buy just $500 worth of an expensive stock, or looking to diversify among more investments? Now you can - fractional share trading with the ability to enter order size in terms of dollar amounts is in gradual rollout.
How it works: When using a Cash Quantity order, you specify the dollar amount you want to buy or sell instead of specifying the number of shares. Rather than buying five shares you elect to buy, for example, $500 worth of a stock. We purchase the equivalent number of shares for that value rounded down to the nearest whole share.
If you enable your account to Trade in Fractions, we will buy or sell a fraction of a share to use the full amount of cash you specified and get the greatest possible number of shares for your money. If you want to spend $500 but one share of the stock you want to buy is currently $1000, you would end up with 0.5 shares. The ability to trade in fractions also makes it easy for you to diversify your portfolio; if you have $500 to spend you can purchase fractional amounts in multiple companies when you otherwise might only be able to purchase whole shares in two or three companies.
To use cash quantity for an order, tap the arrow at the end of the Quantity field to display the Size Ladder, where you typically specify the number of shares for the order. Tap Cash from the toggle at the bottom and specify the cash amount you want to use. When the order fills, it will fill as closely as possible to your specified amount, rounding down to the nearest whole share if you haven't enabled trading in fractions. Because the price may move before the order fills, we apply a "Cash Quantity Estimate Factor" when calculating the order quantity. This factor, set to 25% by default, increases the calculated order quantity to try to achieve the desired monetary outcome in cases where the price drops (for a buy) or rises (for a sell) by allowing more units to be bought or sold. You can change the default percentage in the Size section of the Stock presets in Configuration.
To enable fractional share trading, log into Client Portal and from the Settings menu select Account Settings. Click the gear icon next to Trading Experience & Permissions and expand the Stocks section. Check United States (Trade in Fractions). This feature is available to both IBKR Pro and IBKR Lite clients, and supported for a subset of US stocks.
Note that this version is being rolled out to clients gradually.
We are pleased to announce unlimited, commission-free trading of US exchange-listed stocks and ETFs - with no account minimums and no minimum activity fees - through our new IBKR Lite trading plan. Designed for the less active trader, IBKR Lite offers a simplified trading experience with free, non-consolidated market data for US stocks with CBOE ONE and low cost access to the global markets.
IBKR Lite supports trading on Client Portal as well as IBKR Mobile. To find out more, compare plans and request early access, visit the IBKR Lite information page. Currently available for clients in the US and India.
Note that this version is being rolled out to clients gradually.
Now traders on-the-go can access more company fundamentals data than ever before! We've added three new sections to Quote Details - Company Profile, Financials and ESG - with more on the way. To support these new sections, we've also redesigned the layout of the Quote Details window. To view Company Fundamentals, tap an instrument to view the thumbnail chart, then tap again to open Quote Details. Swipe up to see the new sections. Tap a section to expand and see key summary data. Tap "show more" to display comprehensive details.
We continue to enrich the IBot user experience by offering supplemental articles and information from external sources, like Wikipedia and Investopedia. These third-party additions are clearly marked in the IBot's search results.
Note that this version is being rolled out to clients gradually.
Keeping your portfolio organized is now easier than ever! By popular demand, you can now sort your entire portfolio by more columns. Simply tap the column by which you want to sort. Tap multiple times to change the sort order from ascending to descending. The column by which the page is sorted is underlined; blue underline indicates ascending order and red underline indicates descending order.
In addition to the current columns, we've also added more new data points! Now choose to sort your portfolio by:
To add Portfolio columns: Tap the "More" menu then tap the "Manage Columns" icon to the left of the Gear icon. Tap "+ Add Columns" at the bottom of the screen to display all available categories/columns. Tap to expand a category. Tap a column to add to (or remove from) your Portfolio.
Try out new FX Conversion tool, designed to simplify managing your currency balances. Also, you can now close a currency balance directly from either the Account or Portfolio screen.
The new Watchlist Library provides effortless synchronization of your Watchlists across all platforms, ensuring you get the latest version whether you're logging into mobile, desktop, or Client Portal. There is no need to decide which lists to import or sync, as all of your lists are always available no matter where you are. And we've made it easier than ever for you to get started by offering a library of Watchlists to jump-start your trading. In cases where you've added a product on desktop that isn't yet supported on mobile or Client Portal, it's preserved and displayed correctly in all versions.
Now Position and P&L fields are available in the list of fields to add to your Portfolio, Watchlists and more. Values are shown in base currency by default. Values that have been converted to base from another currency are displayed in italics. Modify using the Display section of Configuration.
We have combined the display or your Orders and Trades into one window, Orders & Trades, with two separate "tabbed" pages.
US clients can now use electronic transfers via the Automated Clearing House (ACH) network to quickly and securely deposit funds, pay subscriptions and other recurring expenses - and more - right from your account. Enroll in the Integrated Cash Management program via the Transfer & Pay menu in Client Portal/Account Management to get started!