IB - How to navigate to the old Account Management UI?

Discussion in 'Interactive Brokers' started by iprome, Mar 24, 2018.

  1. I am not sure what instruction video you refer to. I didn't see it and found my way around myself.
    Once logged in and on the home page most menu's are on the left hand side (dark blue background). Depending on what item you click a new list of choices appear. When you click on Account Settings you get a window with submenu's on the right hand side. Each of these has a small gear to configure the related settings. Similar for User Settings. The other menus don't have these small gears.

    Edit: I found a "back door" into the old account management. Log on to the new account management. From the home page select Investors' Marketplace -> Find an Advisor. This brings you to the old user interface. I'm not sure how long this will remain as is though.
     
    #11     Mar 26, 2018
  2. KeLo

    KeLo

    I guess the old acct. mgt page is no longer available.

    I am able to run my old reports as usual. It just takes some getting used to.

    Is there any increased functionality with the new one - or just a new skin?
     
    Last edited: Mar 31, 2018
    #12     Mar 31, 2018
  3. Catoosa

    Catoosa

    You now have to use a different "back door" to get to the old UI: Settings>User Settings>Secure Login Systems>Yes>"You are there".
     
    #13     Mar 31, 2018
    iprome, Humble Investor and KeLo like this.
  4. KeLo

    KeLo

    OK, thanks Catoosa. :D
     
    #14     Apr 3, 2018
  5. JSOP

    JSOP

    Was about to tell you the new "backdoor" that I discovered but looks like @Catoosa beat me to it. :D So far, no new features, just new skin.
     
    #15     Apr 4, 2018
    KeLo likes this.