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.
Organisation of information related to foreign accounts, transactions, positions, cash balances and documentation to be shared with authorised professionals.
Operational assistance to heirs in collecting documents, reconstructing the Interactive Brokers position and organising information to be shared with notaries, accountants or appointed professionals.
Technical support in understanding deposit, withdrawal and fund transfer procedures inside Interactive Brokers.
Assistance in connecting Interactive Brokers to external software, including beeTrader and other analysis or operational tools.
Educational and technical explanations about stocks, ETFs, futures and options, limited to how the instruments work and how they are managed inside the platform.
Main paths
Do you already have an Interactive Brokers account?
You can receive technical and educational support from Denis to better organise your platform use, reporting and operational procedures
Do you want to transfer your current assistance relationship?
No. Denis does not provide financial advice, investment recommendations, trading signals or personalised strategies
Do you want to open a new account?
No. Denis does not provide financial advice, investment recommendations, trading signals or personalised strategies
- 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.
Some of the topics we cover
- First access to Client Portal.
- Deposits and withdrawals
- Activity statements.
- Installation and configuration of TWS
- Trading permissions
- Margins and cash balances.
- Layout and main windows.
- Order entry and management
- Connection with external software.
- Watchlists and market data
- Reports and account statements.
- Reading the most important account sections.
Content note:
The video guides are technical and educational. They do not contain investment recommendations, trading signals or personalised strategies.