Interactive Brokers Advisory
To simplify the investment process, we have developed our rebalancing application compatible with Trader Workstation provided by the Interactive Brokers.
Creating an account is not a difficult thing. But if you want to save time and be sure you will avoid possible mistakes, we are here to help you.
Creating an IBKR accountCreating an account with Interactive Brokers be pretty time-consuming. We will inform you in advance what documents and information we need to fill out the application form. The process should take about an hour, and it might require up to 3 business days for your account to get approved by IBKR.
Funding the accountTo fund your account, you can send your money immediately after the account creation process, or you might wait until your account gets approved. Either way, you will need to get the document with payment information from the Interactive Brokers website first. Afterwards, you will send the money from your bank account according to the instructions. Banks have different requirements and fee rates for this wire transfer. As part of our service, we will identify the most economical way for you.
Using the Trader Workstation applicationThe Trader Workstation is a rather complex tool, especially if you are a beginner. Using the TWS application is inevitable since it is the only way to upload the rebalancing order containing your stock portfolio. We will ensure that the purchase of stocks is accomplished without any errors.
Using the IBKR website and mobile applicationThe website application is an excellent tool for monitoring the actual price of each stock and the whole portfolio. There is also a mobile application for those who want to check their performance anytime. We will help you understand how to use these applications at your convenience.
We have prepared a guide for each part of the process.
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