Student Trading Lab Introduction

Welcome to
Interactive Brokers!

Congratulations on your new Student Trading Lab account!

This Welcome Center will help you get started with Interactive Brokers Client Portal, trading platform and additional resources.

Getting started is quick and easy.

Managing your account

Client Portal

Client Portal

Our web application serves as your one-stop destination to check quotes and place trades, see account balances, P&L and key performance metrics, reporting, and more.

1. Account/User Settings
2. How to create your own trading account

Login to Client Portal, send an invitation to yourself and create your own sub-account

3. How to invite students

Log in to Client Portal via the "Log In" button on our website to send email invitations to your students to open a paper trading account. Look for "Trading Lab" option -> "Invite" and enter the email addresses in the field

4. Reporting

Use the options in Client Portal to manage and monitor student accounts, perform account cash equity resets, and more. In addition, your students can use Client Portal to reset the equity in their account. Please note that for a full reset, users should close all positions in the paper account before resetting the cash amount. Paper account reset requests received by 1600 ET will be processed by the next day.

  1. Statements
  2. Flex queries
5. Sample Assignments

This collection of resources helps professors enhance classroom content or use our sample assignments and resources to develop student trading skills.

Trade stocks, options, futures, and bonds on US markets as well as currencies.

Client Portal Trader Workstation Mobile IBKR API
Stocks
Options (Incl. Futures Options)
Futures
Spot Currencies
Warrants
Combinations
Bonds

For non-US markets – consider using the FREE Trial

Educational Resources

Help your students enhance their learning with IBKR Campus.

Traders' Academy

Students can improve their understanding of the products, tools and markets available via IBKR's award-winning Trader Workstation (TWS), IBKR Mobile, Client Portal and TWS API applications.

Learn More about Traders' Academy
IBKR Campus

Traders' Academy

Webinars

Traders' Insight

Podcasts

Quant Blog

Student Trading Lab

On-Demand Educational Resources – Never Stop Learning

Even the most experienced traders or investors need to keep learning to stay ahead. Interactive Brokers provides several resources to help you better understand IBKR products and services, markets and technology.

View IBKR Campus