Simple and Intuitive

Our new Client Portal homepage provides a streamlined view of your account that includes all of the information you need.

Key Account Metrics at a Glance

Easily see your essential account information such as your Net Liquidation Value, P&L, Buying Power and more – all in real-time.

Portfolio Performance

Effortlessly track your performance with our easy-to-read cumulative and monthly return charts.

Essential Elements. Efficiently Organized.

We’ve assembled all the important information about your account right on the Client Portal home page to make it simple and easy to monitor and trade your account. See your rate of return, portfolio positions, recent transactions, notifications and messages, portfolio and top news, available cash, and more.


Quick Trade

Easily place orders, manage open orders, and view recent trades from any page in the Client Portal with the slide-out trade ticket.

Notifications and FYIs

Quickly see your new messages, notifications, and FYIs, or contact client services with the notification center.

Tools and Services

Use the Tools menu to quickly access everything you need to manage your account such as funding, reporting, position transfers, and more.

Start Here. Go Anywhere.

Access all the tools and features you need to
monitor and manage your account.

Stay connected to what matters and access the key features and services of your IUR Securities account – all in one place and from any device.

Try Client Portal Today

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