Support and guidance for Interactive Brokers users
Technical, operational, and educational support for Interactive Brokers users.
Denis Moretto provides technical, operational, and document-related support for Interactive Brokers, helping clients with account setup, platform use, reports, market data, and documentation so they can use the platform with confidence and independence.
- About Us
Denis Moretto
Denis Moretto's Operational Experience, Platforms and Client Support
Denis Moretto has an administrative background. This foundation has been strengthened by more than 26 years of hands-on experience in financial markets, operational client assistance, trading platform education, administrative documentation and reporting produced by advanced brokers and trading platforms.
Since 2006, Denis has carried out professional activities connected to the world of financial consulting and investor support, working with intermediaries and specialised financial organisations.
Denis is not the consultant who decides for you. He is the person who helps you avoid getting lost among platforms, reports, documents, permissions, market data and operational procedures
- Interactive Brokers Assistance
Interactive Brokers assistance to use the platform, account and reporting more effectively
Interactive Brokers is a complete and professional platform, but it is not always easy to understand. Account opening, trading permissions, market data activation, TWS usage, activity statement reading and document management can be complex for many users.
- Our Services
Technical support and documentation services
Denis’s services are designed to support clients in the main activities connected to Interactive Brokers: from account opening to platform education, from reporting to tax-related documentation to be provided to authorised professionals
Assistance with the technical and operational phases of account opening, document collection, initial settings, trading permissions and main account configuration.
Informational support for clients who already have an Interactive Brokers account supported by another broker or provider and wish to receive support from Denis.
Practical education on the use of Trader Workstation and Client Portal: login, security, layouts, orders, watchlists, reports, margins, market data and operational functions.
Support in understanding the sections related to market data, trading permissions and available platform authorisations.
Support in reading and organising activity statements, annual reports, transactions, positions, cash balances, dividends, interest, margins, commissions and account statements.
Assistance in collecting, exporting and organising Interactive Brokers reports useful for the accountant or authorised tax professionals. Denis does not perform tax assessments and does not replace the accountant.
- Interactive Brokers
Learn how to open an Interactive Brokers account with technical assistance
Opening an Interactive Brokers account may require several steps: personal data, documents, questionnaires, trading permissions, initial settings, market data choices and first platform configurations.
Denis assists clients during these phases with technical and informational support, helping them understand the requirements of the procedure and navigate the account opening process with greater confidence.
- Transfer Your Current Assistance Relationship
Transfer your assistance relationship with Denis Support
If you already have an Interactive Brokers account and your assistance relationship is currently handled by another broker or support provider, you can request information on how to transfer your operational reference with Denis support.
Transferring the assistance relationship does not mean transferring your assets and does not change the ownership of the account. The account remains in the client’s name and is managed directly by the client inside Interactive Brokers.
Denis can help you understand the technical and documentary steps required to request the change of assistance reference, while keeping the support focused on operational, educational and document-related aspects.
- Client Area
Free Reserved Client Area
The reserved area is designed to offer approved clients an organised access point to videos, guides, educational materials, useful resources and updates related to the use of Interactive Brokers.
Each client can access the area with personal credentials and consult the available content in a simple and organised way.
- Available content
Video tutorials
Operational guides
PDF materials
Useful resources
Important links
Reserved FAQs
Updates and communications
Educational paths on platform usage
- Video Guides
Video tutorials for Interactive Brokers
The video guides are designed to help clients become more independent in using Interactive Brokers. The content shows practical steps, screens, procedures and platform functions with a direct and operational approach.
- FAQ
Frequently Asked Questions
Does Denis provide financial advice?
No. Denis does not provide financial advice, investment recommendations, trading signals or personalised strategies.
Can Denis help me open an Interactive Brokers account?
Yes. Denis can assist you with the technical and operational aspects of the account-opening process.
Can Denis help me use TWS?
Yes. Denis can provide practical training on how to use Trader Workstation, Client Portal, and the main operational features.
Yes. Denis can help you retrieve, read, and organize the reports available on the platform.
Sì. Denis può aiutarti a recuperare, leggere e organizzare i report disponibili sulla piattaforma.
- Contact Us
Contact Denis
For requests related to technical assistance, Interactive Brokers platform education, reserved area access, account opening or transfer of the assistance relationship, you can contact Denis via WhatsApp or through the contact form.
Prefer a downloadable guide?
A concise introductory guide to TWS is available as a PDF for €9.90, without joining the Client Area.