Client Portal Release Notes

TipRanks™ International Expansion

TipRanks ratings have been expanded to include non-US stocks, with added coverage for over 6,700 Canadian and European companies. TipRanks evaluates recommendations by financial analysts and bloggers, and then ranks their recommendations based on historical accuracy and performance.

To view TipRanks Ratings and Sentimental Analysis, search for a symbol and then open Fundamentals Explorer. Open the Analyst Ratings tab and then select TipRanks Ratings or TipRanks Sentiment.

TipRanks Ratings and TipRanks Sentiment are available across all of our trading platforms including IBKR Mobile for iOS, IBKR Mobile for Android, and Desktop TWS.

Environmental, Social & Governance (ESG) scores on ETFs and Mutual Funds

Socially conscious investors can now factor ESG scores as they make their investment decisions on ETFs and Mutual Funds. Fund ESG scores are based on the weighted average ESG scores of the top company holdings. Holdings without ESG scores are excluded. Weighted average ESG scores are shown only for funds where at least 70% of their net asset value has ESG scores.

ESG Ratings include:

• ESG Score, an overall company score based on the self-reported information in the environmental, social and corporate governance pillars. (comprises Resource Use Score, Emissions Score Environmental Innovation Score, Workforce Score, Human Rights Score, Community Score, Product Responsibility Score, Management Score, Shareholders Score, and CSR Strategy Score).
• ESG Controversies Score, which measures a company's exposure to environmental, social and governance controversies and negative events reflected in global media.
• ESG Combined Score, an overall company score based on the reported information in the environmental, social and corporate governance pillars (ESG Score) with an ESG Controversies overlay. (comprises ESG Controversies Score, Resource Use Score, Emissions Score, Environmental Innovation Score, Workforce Score, Human Rights Score, Community Score, Product Responsibility Score, Management Score, Shareholders Score and CSR Strategy Score).

ESG Pillars include:

• Environmental Score, comprising the Resource Use, Emissions, and Environmental Innovation scores.
• Social Score, comprising the Workforce, Human Rights, Community, and Product Responsibility scores.
• Governance Score, comprising Management, Shareholders, and CSR Strategy scores.

ESG scores are available in Client Portal within the Fundamentals tool for ETFs and within the contract details for specific mutual funds.

Enhanced Support for Mutual Funds

Client Portal now provides easy access to significantly more Mutual Funds data. Explore fund-specific data across multiple categories including Profile & Fees, Ratings, Performance, Holdings, Ratios & Fundamentals, and Risk & Statistics. Additionally, research and explore funds right in your Portfolio with our new mutual fund columns.

To access Mutual Fund data, enter a fund symbol in the Symbol Lookup field and pick Fund as the instrument. From the Overview, use the tabs along the top to change categories, or use the arrows in the upper right corner of any tile to open that page. Data is interactive in many areas; move your mouse over graphs and bars for more detail.

To explore funds in your Portfolio with new columns, open Portfolio from menu. In the upper right corner, click the three dots "more" menu and select Edit Columns. On the left side scroll down to the Mutual Funds categories and use the "+" sign to add columns to your Portfolio.

Company Fundamentals Added to Client Portal; IBot Provides Supplemental Information

We have added a new Fundamentals section to the Client Portal Quote Details to ensure traders have access to our extensive fundamentals data on all of our trading platforms. The new Fundamentals section in Quote Details includes three categories - Company Profile, Financials and ESG - with more on the way.

To view Company Fundamentals, enter an instrument in the Symbol Look Up field at the top of Client Portal, then select an asset type. From the Quote Details page, click Fundamentals to view the Overview. Use the top menu to move between sections and see more details.

We continue to enrich the IBot user experience by offering supplemental articles and information from external sources, like Wikipedia and Investopedia. These third-party additions are clearly marked in the IBot's search results.

Redesigned Home and Portfolio Pages

The Client Portal Home page and Portfolio have been redesigned for a better balance of content and utility.

• The information tiles have been reorganized; some have been moved, for example Account Metrics, Performance Chart and Asset Allocation Pies are now in the Portfolio page. Some new tiles have been added, including Net Liquidity over Time, Top Portfolio Positions, Market Overview, Manage Your Account with a list of suggestions.
• Tiles are now all the same size and more uniform in appearance.
• A new footer includes a mini site map with links to some of the most-used pages.
• For ease of use, the word "Menu" now appears to the right of the the main menu icon on the Home page.
• In conjunction with these changes, the Portfolio page has also been modified to include new tiles that were moved from the Home page.

Log in to Client Portal using your account credentials from the Log In menu on the navigation bar of the IBKR website.