To check the account details of clients (including own clients, sub-IBs, and their clients' account opening progress and trading history), please log in to IB Portal.
After that, click "Account Report."
To view details of all clients under the rebate account, please follow these steps:
- Select or enter a specific sub-IB rebate account in "Sub IB Account" to query a particular IB client or view all IB clients and click "Hide Archived Accounts." (Please note that If this option is selected, archived accounts will not be displayed in the information section).
- For a more precise search, IB clients can filter by "Account Type", "Platform" ， "Base Currency" or "Account Journey."
- Click "Update."
The interface will display account information for your sub-IBs and direct clients, including email, account verification, account type, balance, account equity, credit , funded or trading in 30 days etc.
If you need to search for a specific client, just enter the client information in the search bar and also use the "Download" feature to download relevant records.
In addition, you can click on any trading accounts of the your client and sub-IB client’s client.
After clicking, the interface will display the current opening and closing orders details of the trading account to view.
