Client Portal

Choose the portal for your account to sign in.

Managed Account Clients

Separately Managed Accounts
(SMA) Portal

Sign-in help

For log-in or password help, contact the Interactive Brokers advisor line at (866) 694-2757 or advisorservices_us@interactivebrokers.com.

Private Fund Clients

Sign-in help

For log-in or password help, contact NAV Fund Services, our fund administrator, at (630) 954-1919 or contact@navfundservices.com.

For anything else, including which portal to use, our team is glad to help. Contact us