The Euro Pacific Trader brokerage account and its technology provider Interactive Brokers1 offers four trading platforms , the primary platform being the Client Portal. Below are screenshots of the new version of the Client Portal:
Important Note to Corporate Clients
Currently, the new version of the Client Portal is available only individual Euro Pacific Trader clients, while corporate Euro Pacific Trader clients have access to only the older version.
The reason is that Interactive Brokers upgraded individual users first, and is currently working on rolling out the new Client Portal to corporate users. We expect them to finish later in 2020.
Technical Limitations
The corporate (old) version of the Client Portal has several technical limitations:
- No Charts – Because the corporate Client Portal runs on Interactive Brokers’ older WebTrader technology, its trading module does not display charts and graphs at this time.
- No Portfolio News – Please utilize third party sources for market news and updates.
- No Corporate Events Calendar – Corporate events such as Dividends and Splits will be processed automatically, as usual, however calendar events are not available.
- No Watchlists – A Watchlist a a list of instruments that you are interested in tracking, along with their current prices. For now, please manage your watchlists indepedently.
Solution
Interactive Brokers has informed us that they will be upgrading corporate Euro Pacific Trader clients to the new Client Portal later in 2020.
While we wait, we propose that you trade on the TraderPro and/or the MobileTrader, two robust platforms available to all corporate clients.
1Euro Pacific Trader is offered by Euro Pacific Securities Inc. (“Euro Pacific Securities”), as an Introducing Broker to Interactive Brokers LLC. Interactive Brokers LLC is the custodian, technology provider, and clearing broker to all transactions executed through Euro Pacific Trader and thus the rates, conditions, and examples shown on this site may be subject to change and differ from what is displayed on Euro Pacific Trader. The rates, conditions, and examples on this site are provided on a best-efforts basis and should not be taken as final.
Euro Pacific Securities will not be held responsible for pricing and conditional discrepancies that may arise in the normal course of offering Euro Pacific Trader. Customers should always review and rely on the conditions that are shown directly on Euro Pacific Trader, and it is the responsibility of all customers to carefully review the conditions of every action before approving execution on Euro Pacific Trader.
Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers LLC does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Euro Pacific Securities. Interactive Brokers LLC provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers LLC to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers LLC makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.
For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.