Client Portal

The LYNX Client Zone is an organizational tool within the LYNX+ trading platform that supports communication between LYNX and its customers regarding updates and information. On the other hand, the Client Portal is an account management platform that enables clients to manage their brokerage accounts, such as depositing funds, accessing activity statements, and facilitating asset transfers.

It is vital for customers as it provides a centralized platform for managing payments, transfers, accessing reports, and allowing customers to easily update their personal information, offering a comprehensive solution for efficient account management and customization.

Trading via Client Portal is not possible for LYNX customers.

We therefore always recommend that you use the proven and optimized trading platforms such as LYNX+ for trading.

Yes, you can use it to adjust your personal data. It provides options or settings that allow customers to update and manage their personal information, such as contact details, address, email, and other relevant data. This enables customers to maintain accurate and up-to-date information within their brokerage accounts.

More information about updating your personal data can be found here.

To configure your notifications, please click on the bell icon in the top-right corner of the Client Portal and select Notification Settings.

From there, you can manage your notifications and choose the events or actions you’d like to receive email alerts for.

Additionally, please verify that your email address is correctly listed in the User Settings. To do this, click on Welcome in the top-right corner, then go to Settings > User Settings. If your email is incorrect, you can find instructions for updating it here: Change Email Address.

Log in to the Client Portal, click on the ? icon in the top-right corner, and select Service Center. Then, navigate to the Corporate Action Manager to review and manage your participation in upcoming corporate actions.

You can find more information here: Corporate Actions.

IBKR continuously verifies customer information and request that a review is made each year from the client’s side when they connect on their Account Management. This annual review is based on 3 steps to review/update customer info:

Profile Information Review
This step consists on the review of personal data (residency, ID, Tax ID, etc) registered on Profile in Account Management settings. Please make sure your Tax ID and the date of Expiry is entered correctly in the Tax Reference Number field.

Financial Profile Review
In this section, please review the data entered in the Financial Profile, which is also found in the Account Management settings. This section contains 3 items: wealth data, financial objectives and trading experience.

Changes that are made here can have an effect on your Trading Permissions, so please verify the impact before continuing.

Fiscal Forms Update
In the third section, an update of the electronic signature(s) linked to Tax Forms related to foreign withholding tax (W-8BEN for US and CSR for AU & CAD) will be required. Please enter your first name & last name exactly as displayed on the screen.

You can find more information on the following page: W-8BEN Tax Form | Service Center | LYNX Broker