Support and guidance for Interactive Brokers users.
Technical, operational, and educational support for Interactive Brokers users.
- About Us
Denis Moretto
Denis Moretto operational experience, platforms and client assistance
Denis Moretto has an administrative background, with a diploma in accounting and office administration. This foundation has been strengthened by more than 26 years of hands-on experience in financial markets, operational client assistance, trading platform education, administrative documentation and reporting produced by advanced brokers and trading platforms.
Since 2006, Denis has carried out professional activities connected to the world of financial consulting and investor support, working with intermediaries and specialised financial organisations.
Denis is not the consultant who decides for you. He is the person who helps you avoid getting lost among platforms, reports, documents, permissions, market data and operational procedures
- Interactive Brokers Assistance
Interactive Brokers assistance to use the platform, account and reporting more effectively
- Our Services
Technical support and documentation services
Denis’s services are designed to support clients in the main activities connected to Interactive Brokers: from account opening to platform education, from reporting to tax-related documentation to be provided to authorised professionals
Assistance with the technical and operational phases of account opening, document collection, initial settings, trading permissions and main account configuration.
Informational support for clients who already have an Interactive Brokers account supported by another broker or provider and wish to receive support from Denis
Practical education on the use of Trader Workstation and Client Portal: login, security, layouts, orders, watchlists, reports, margins, market data and operational functions.
Support in understanding the sections related to market data, trading permissions and available platform authorisations
Support in reading and organising activity statements, annual reports, transactions, positions, cash balances, dividends, interest, margins, commissions and account statements.
Assistance in collecting, exporting and organising Interactive Brokers reports useful for the accountant or authorised tax professionals. Denis does not perform tax assessments and does not replace the accountant.
- Interactive Brokers
Learn how to open an Interactive Brokers account with technical assistance
Opening an Interactive Brokers account may require several steps: personal data, documents, questionnaires, trading permissions, initial settings, market data choices and first platform configurations.
Denis assists clients during these phases with technical and informational support, helping them understand the requirements of the procedure and navigate the account opening process with greater confidence.
- Transfer Your Current Assistance Relationship
Transfer your assistance relationship to Denis
If you already have an Interactive Brokers account and your assistance relationship is currently handled by another broker or support provider, you can request information on how to transfer your operational reference to Denis.
Transferring the assistance relationship does not mean transferring your assets and does not change the ownership of the account. The account remains in the client’s name and is managed directly by the client inside Interactive Brokers.
Denis can help you understand the technical and documentary steps required to request the change of assistance reference, while keeping the support focused on operational, educational and document-related aspects.
- Client Area
Free Reserved Client Area
The reserved area is designed to offer approved clients an organised access point to videos, guides, educational materials, useful resources and updates related to the use of Interactive Brokers.
Each client can access the area with personal credentials and consult the available content in a simple and organised way.
- Available content
Video tutorials.
Operational guides
PDF materials.
Useful resources
Important links
Reserved FAQs
Updates and communications
Educational paths on platform usage
- Video Guides
Video tutorials for Interactive Brokers
The video guides are designed to help clients become more independent in using Interactive Brokers. The content shows practical steps, screens, procedures and platform functions with a direct and operational approach.
- FAQ’S
Frequently Asked Questions
Does Denis provide financial advice?
No. Denis does not provide financial advice, investment recommendations, trading signals or personalised strategies
Can Denis help me open an Interactive Brokers account?
No. Denis does not provide financial advice, investment recommendations, trading signals or personalised strategies
Can Denis help me use TWS?
No. Denis does not provide financial advice, investment recommendations, trading signals or personalised strategies
Can Denis help me with Interactive Brokers reports?
No. Denis does not provide financial advice, investment recommendations, trading signals or personalised strategies
- Contact Us
Contact Denis
For requests related to technical assistance, Interactive Brokers platform education, reserved area access, account opening or transfer of the assistance relationship, you can contact Denis via WhatsApp or through the contact form.