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Client Account Funds Status

You can check the cash balance of your client accounts at any time using the Funding > Fund Transfers page in Account Management. Select the account whose status you want to check using the account selector at the top of the page.

The Fund Transfers page displays the Cash Balance, Cash Available for Withdrawal, Withdrawable cash that is subject to any origination restrictions (including ACH deposits initiated by the customer via the IB website) and the amount of any pending deposit that has not yet posted to the account.

You can also check a client's account balances from the Client Account Details page for that account, which is accessible from the Dashboard.