About Denis

Denis Moretto has an administrative background, with a diploma in accounting and office administration

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.
Over the years, he has contributed to the creation and development of entrepreneurial initiatives in the financial sector, including an asset management company active between 2017 and 2022. This experience allowed him to deepen his understanding of operational, administrative, documentary and organisational aspects related to clients, intermediaries, platforms, custodian banks and external professionals.

He has also gained experience in the world of listed certificates, including support and advisory activities on managed certificates listed on the Frankfurt Stock Exchange, with particular attention to the technical, operational and informational aspects of the instrument.

Denis has written several texts dedicated to trading and operational education on financial markets. Together with Tiziano Cagalli, he has carried out extensive educational activity for clients and investors, collaborating over the years with some of the leading banking and brokerage organisations, including IWBank, Banca Sella, Webank, Banca Intesa Private, Binck Bank and Saxo Bank.

The objective of this educational activity has always been to help clients become more independent, aware and prepared in using platforms, understanding financial instruments and managing their operational relationship with the market.
Today, Denis brings this experience to Interactive Brokers clients as an operational and educational specialist. His role is not to decide for the client, but to help the client understand procedures, platforms, reports, data, documents and technical steps.

Compliance note :

Previous professional experiences are part of Denis's background and explain the depth of his operational knowledge. The service offered through this website remains clearly defined: technical assistance, platform education, document-based support and organization of information. Not financial advice, not asset management, not tax or legal advice.

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 to use the platform, account and reporting more effectively

Interactive Brokers is a complete and professional platform, but it is not always easy to understand. Account opening, trading permissions, market data activation, TWS usage, activity statement reading and document management can be complex for many users.

Denis assists clients with the technical and operational aspects related to the use of Interactive Brokers. The support covers understanding procedures, initial configuration, platform navigation, report reading and document organisation.

The goal is to help clients become more independent and aware, reducing errors, confusion and wasted time.

Important note : The support is technical, operational and educational. Denis does not indicate which instruments to buy or sell, does not propose personalised strategies and does not provide investment recommendations.

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.