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White Branding Trader Workstation

We give Brokers the ability to customize the Trader Workstation (IB TWS) platform so it displays your logo and useful company information to be presented on IB TWS, i.e. a link to your company's Homepage, Client Services, Technical Support, and Sales Representative's contact information. Note that Advisors cannot white brand Trader Workstation.

If Broker Masters configure Trader Workstation for white branding, then mobile devices will also be white-branded, including IBKR Mobile for Android and iOS.

To set up white branding for Trader Workstation, you perform the following steps:

1. Enter TWS white branding information in Account Management.
2. Provide a link on your website for your clients to download and install TWS.

To enter IB TWS white branding information in Account Management

1. Log into Account Management.
2. Click Manage Account > Settings > White Branding.
3. Click White Branding ID to open that section, then enter a White Branding ID from six to ten characters long including letters, numbers and underscore characters ( _ ). You can change your White Branding ID at any time.

4. Click Submit.
5. Click Trader Workstation to open that section.

6. Follow the instructions to enter General Information (including entering the URL to your own 16 x 16 pixel gif Logo Image), Help Desk Contact Information and Useful Links, as required.
7. Click Submit.

Your initial white branding request may take up to 48 hours to take effect. Changes made before 5:00 PM EST go into effect 8:00 PM EST the same day. Changes made after 5:00 PM EST will take effect the following day 8:00 PM EST.

8. Provide one of the following links on your website for your clients to download and install TWS:

• Latest TWS version, Updatable - This link points to a TWS installer that will automatically update and will always have the latest functions:
  
  https://www.clientam.com/en/index.php?f=16040&ns=T&conf=am&wbid=MYBROKERWBID
  
  where MYBROKERWBID is your actual White Branding ID
• Latest "Offline" TWS. This URL links to the installer for a static TWS where the version does not change unless the user manually downloads and installs TWS again:
  
  https://www.clientam.com/en/index.php?f=16044&ns=T&conf=am&wbid=MYBROKERWBID
  
  where MYBROKERWBID is your actual White Branding ID

If you have previously configured your website with .jnlp files, replace the old JNLP link on your website with one of the links above and verify that the White Branding logo is the correct size on the download page and that you can download and install TWS successfully.