Click Portal Login (Website) in the top right corner and log in
Click the head and shoulders icon in the top-right corner of the screen
Select Settings
Under settings, select Financial Profile
Choose Investment Objectives & Intended Purpose of Trading
Make the required selections to align with your current trading goals
Review the information and click Submit
How to Update Your Investment Objectives and Intended Purpose of Trading
You can update your investment objectives directly through the Interactive Brokers Client Portal.
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Written by Andrew Gibbs
Updated this week