You can view newly opened accounts under Account Report > Opened Account in the Introducing Broker (IB) Portal. Use the reporting period or customer account information to find records and review their status and details.
Steps to view opened accounts
Follow these steps to access and filter the report:
- Log in to the IB Portal.
- Select Account Report.
- Select Opened Account.
- Choose the time period you want to review or enter the relevant customer account information.
- Review the matching account records, including their status and details.
What if I cannot find an account?
Check that the selected reporting period includes the account-opening date. If you entered customer account information, check it for typing errors and try again.
Need more help?
If the account is still missing or you cannot access the report, email info@ultimamarkets.com from your registered email address.
Include:
- Your IB account number.
- The reporting period selected.
- The customer’s account number, if known.
- A description or screenshot of the issue.
