Direct Access to Tax Forms: Now you can access your tax forms and share or download them to your device directly from the Account Management drop-down entry in the More menu. Tap the Tax Forms icon to open the page in Client Portal.
Enable "Edge Gestures: Enable Edge Gesture in the Display section of Configuration to make it easier to perform actions with one hand on many of our most popular screens. For example, from the Order Entry screen use your thumb to swipe from the left edge (off screen) to the right to start the order transmission process. The action invokes Transmit Order and Don't Transmit Order buttons. From the Orders & Trades screen, swiping left to right or right to left toggles between the two screens.
Improved Partitions: Portfolio Partitions now have a cleaner look and added functionality.
IB Algos: Now trade smarter with IB Algos on IBKR Mobile. Algos help automate trading to achieve the price, speed, and fill you define using the algo parameters. Choose algos using the Order Type list by tapping "Algos" at the bottom of list. Tap Learn More below the Basic|Algos toggle to find out more about all of our IB Algos.
Physical Delivery of COMEX Gold Futures: IBKR has added support for physical delivery of the following precious metals futures on COMEX: Gold (GC), Micro-Gold (MGC), Silver (SI) and Micro-Silver (SI but set Multiplier=1000). Clients who trade these futures can now declare their intent to make or take delivery of the physical product rather than roll or auto-liquidate these positions. When the intent to take delivery is declared, delivery is made in the form of a registered warrant. This warrant allows clients to maintain their exposure to the product without needing to roll the associated future and incur trade costs. Declare you Intent to Receive and Request to Deliver using the Delivery Intent window in the Trade menu.
To find out more about the physical delivery of COMEX metals future, see the KB article.
Our improved reader makes it easy to find the content you really want to read. Search by topic, symbol, or keyword, and save your search for future viewing. Use "and" "or" and "not" conditions to filter for more precise results. The personalized "My News" tab provides relevant reports and headlines based on your trading activity, and lets you add and remove topics as needed. Additionally, we've embedded TV and video just below the Search field for easy access.
This release also includes bug fixes and stability improvements.
Impact Dashboard: Responsible investing is easy with the new Impact Dashboard. Identify issues you support (like gender and racial equality) and oppose (like animal testing and greenhouse emissions) and the dashboard grades your portfolio to show which companies align with your principles. Roll options easily using the new Roll Position button in the Position section of Quote Details. The Exercise and Rollover tool is now in the Main Menu and has an improved interface and sort functionality.
Refer a Friend: Invite your friends to open an IBKR account and get a $200 cash reward. Your friends can receive up to $1000 worth of IBKR stock. See details.
Roll Option Position: Now it's easy to roll your options positions using the new Roll Position button in the Position section of Quote Details. Additionally, the Exercise and Rollover tool in the Main Menu has an improved interface and sort functionality.
See How the Market Feels: How the market feels about an asset often affects its price. Now you can monitor social sentiment with five new columns available in your Watchlist:
To add columns, swipe down from the Watchlist and tap the "+" icon to open the Manage Columns page. Tap Add Columns at the bottom of the screen and swipe up to see the Social Sentiment category. Tap the arrow to view columns and tap to add. These columns are color coded. Find out more in the SMA White Paper.
We've completely re-imagined the Main menu to make navigation easier and more intuitive with key tools and services at your fingertips - no swiping required!
We continue to add support for mobile orders. Our latest update includes Trailing Stop Limit orders.
Post-Order Status Screen: When you submit an order, the Post Order Status screen appears and shows the current order status along with a set of next step action and information buttons. You can elect not to see the screen by unchecking it in Configuration.
Exit Strategy: Set up an exit strategy for an order using the Exit Strategy tool. You can define a bracket order to capture profit (Profit Taker) and help minimize loss (Stop Loss) using the Exit Strategy tool. Use one or both orders and mdify as needed. The Exit Strategy is available from the Post Order Status screen when valid, and also from Quote Details (when valid) for a current position.
Additional Translations: We now support Arabic and Hebrew languages, and will continue to add to/enhance these translations.
Built-in Tax Optimizer: Now you can change a trade's cost basis quickly and easily without leaving your trading platform using the built-in Tax Optimizer tool. To open Tax Optimizer, use the More menu.
Type Ahead with Smart Filtering: Finding the product you want to trade is now easier than ever! Start typing a symbol or company name in the Search for Symbol field, and our advanced type-ahead technology displays a list of products to choose from. Tap the product you want to add it to your tool, or continue typing to narrow down the list. Don't see a asset type you want? Tap the "Show More" button at the bottom of the list to view unsubscribed products. You can request trading permissions for these in Client Portal. It's now easier than ever to find a product to trade. Smart filtering with type-ahead technology lists the best-matching products as you start to type a symbol or company name, prioritizing those for which you have trading permissions. Tap a product to add it to your screen.
Pick Up Where You Left Off: If you need to quickly check a text message or an email, when you return to the app you will now return to exactly the same spot in the app.
This version also allows you to enter negative prices for certain Futures contracts.
TipRanks International Expansion: TipRanks ratings have been expanded to include non-US stocks, with added coverage for over 6,700 Canadian and European companies. TipRanks evaluates recommendations by financial analysts and bloggers, and then ranks those recommendations based on historical accuracy and performance.
To view TipRanks Ratings and Sentimental Analysis, open Quote Details for a stock and expand Analyst Reports. Tap Show More, then select TipRanks Analyst Ratings or TipRanks Sentiments.
TipRanks Ratings and Sentiments are available across all of our trading platforms, including Desktop TWS, Client Portal, and IBKR Mobile for Android.
Mobile Check Deposit: Now you can deposit checks directly into your IBKR Account right from your phone!. From the IBKR Mobile Services menu, tap Banking to get started. Tap Deposit Check, enter the amount, then scan both sides of your endorsed check. Clients with multiple accounts will be prompted to select a specific account in the "Deposit to" drop-down box. Authentication via IBKR Mobile authentication (IB Key) is required when you submit the deposit. Once approved and processed, funds are deposited directly into your IBKR account. Use the Deposit History screen to track your deposits. Currently offered only for US clients. Only available for checks drawn on US banks.
Mutual Funds Scanners & Columns: 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, tap the Manage Columns icon then tap Add Columns. 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 create Mutual Fund Scanners, select Scanners from the menu then tap Add New Scanner. Choose US Mutual Funds as the instrument type then scroll to select the mutual funds scanner. Define additional filter criteria as needed and tap Add Scanner to finish.
Environmental, Social & Governance (ESG) scores on ETFs and Mutual Funds: You can now view ESG scores on Funds and ETFs from the ESG section of the Quote Details screen.
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. This feature is in gradual rollout, so if you don't see it now don't worry it will be along shortly.