Jaaims Interactive Brokers 

app user guide

Founded in 1978, Interactive Brokers is the largest brokerage firm in the United States. Interactive Brokers are known for their large selection of tradable securities, low commissions and quality trading platform. They are a favourite among active traders. They also boast some of the lowest broker fees in the market.

CHECKING BALANCE

It is important to check your balance regularly when dealing with a broker account.

Sign in to your account within the Interactive Brokers app

​

Step 1: Head to the 'More' button located at the bottom right side of the screen

​

Step 2: Scroll down the menu until you find 'Account'

​

Step 3: Once in the Account screen, press 'Funds'

​

Step 4: Your account balance is located under 'Current Available Funds'

TRANSACTION HISTORY

Viewing your accounts transaction history.

Sign in to your account within the Interactive Brokers app

​

Step 1: Head to the 'More' button located at the bottom right side of the screen

​

Step 2: Scroll down the menu until you find 'Account Management'

​

Step 3: You will be redirected to the Account Management menu, here you want to press 'Transaction History'

​

Step 4: You will now be able to view your accounts transaction history

OPEN TRADES

At any point, you may want to check your open trades on your account.

Sign in to your account within the Interactive Brokers app

​

Step 1: Head to the 'More' button located at the bottom right side of the screen

​

Step 2: Scroll down the menu until you find 'Orders & Trades'

​

Step 3: Press the 'Trades' tab located at the top of the screen 

​

Step 4: Your open trades will now be displayed