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White Branding

We give Advisors and Brokers the ability to “white brand” or incorporate their own organization’s identity into our software and documentation in specific areas, including:

• Trader Workstation
• WebTrader
• Account Management, the Registration System, Statements and PortfolioAnalyst
• Emails
• Trader Workstation Online Users Guide
• IB Contract Database

Who can access the White Branding page?

You can access this page if you are a(n):

• Advisor Master User Individual
• Advisor Master User Organization
• Broker Master User

Do not use the Interactive Brokers banner as a template for your White Branding Banner. IB cannot endorse any Broker, and using a banner based on our corporate banner would give that impression. Please note that white branding of statements can take up to 24 hours from the time you upload your images.

To set up white branding

1. Click Manage Account > Settings > White Branding. The White Branding Information page opens. Brokers and Fund Investment Managers will see more options than Advisors.

The following figure shows the White Branding page for Brokers and Fund Investment Managers.

The following figure shows the White Branding page for Advisors.

2. 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.

3. Click Submit.
4. Click each section that represents the category you want to white brand, then follow the instructions in the section to enter the required information. Click Submit in each section to enter the information into our system.

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.