Account Management Release Notes 2019

Portal Release Notes

2019

November 2019
  • CRM Workflows - Adding Stages to Tasks
    To better organize tasks, clients may now add stages to tasks. Stages can be assigned to different users and associated with different prospects / clients.
August 2019
  • Goal Tracker
    Available in Advsior Portal, Goal Tracker is a planning tool that projects the hypothetical performance of your client's portfolio and monitors how likely they are to achieve their financial goals.
July 2019

Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.


Know Your Advisor: View the CIRO AdvisorReport