YOUR CENTRAL FOR THE CAPTRADER DEPOT!

Create account statements and reports, manage deposits and withdrawals or update personal data - in the account management (Client Portal) you can do everything with just a few clicks.
Create account statements and reports, manage deposits and withdrawals or update personal data - in the account management (Client Portal) you can do everything with just a few clicks.

THE ACCOUNT MANAGEMENT (CLIENT PORTAL) AT CAPTRADER

Our client portal home page gives you access to all the resources you need to comprehensively monitor and manage your CapTrader portfolio with a single login.

With just one click, you can discover many more features and get more detailed product information - and direct stock market trading is also very easy to implement in our account management.

No download necessary - just use your internet browser!

At a glance

View your most important account information, such as your net liquidation value, P&L, purchasing power, etc. - all in real time

Portfolio Performance

Track your performance effortlessly with our clear cumulative and monthly return charts

The most important information

View your return, portfolio positions, recent transactions, alerts and notifications, portfolio and top news, available cash, and more

Efficiently organized

All the important information about your account is united right on the home page, making monitoring and trading easier than ever before

AN ACCESS TO ALL RESOURCES

Efficient trading

With the fold-out trade ticket in the account management, you can easily place orders, manage open orders and view current transactions.

Notifications and INFOs

You can quickly view your latest messages, notifications and INFOs or contact customer service through the message center.

Tools and services

The Tools menu gives you quick access to all the functions you need to manage your account, such as balance management, reporting, position transfers, and much more.

Customize dashboard

Add your desired categories to your personal dashboard with a single mouse click and display, for example, account statements, news about the shares you hold or your latest trades, or create a new watch list with interesting securities.

YOU HAVE YOUR PORTFOLIO ALWAYS IN SIGHT

Detailed price quotations

Click on a position for comprehensive product information on the quote details page.

Advanced charting functions

Customize your charts with one click to change the time period, add technical indicators such as SMA, EMA, Bollinger bands and display volume charts.

Important news

Stay up to date on the most important news about a specific product using our live news stream.

ESG scores for responsible investments

Use CapTrader's ESG tools and create your sustainable portfolio by selecting your investments according to your principles. Learn more about the topic here Sustainable investing at CapTrader

INFO

TIPS FOR THE ACCOUNT MANAGEMENT

In the account management of your securities account at CapTrader, you can not only retrieve account statements, extend trading permissions or subscribe to live quotes, but also place orders with a few clicks.

Deposits

To deposit money to your CapTrader account, use our Deposit instructions

Disbursements

To withdraw money from your CapTrader deposit to your current account, use our Payout instructions

Unlock trade permissions

You would like to extend trading authorizations for securities yourself after opening a securities account? Then please use our Guidance on the extension of trade authorizations

Deposit transfer to CapTrader

You want to transfer your securities account from another broker to CapTrader? Then use the function in the account management/client portal using our guidance

Shares trading in the account management

Trade directly in the account management via the fold-out trade ticket by easily placing orders, managing open orders and viewing current transactions.

Currency exchange in account management

In just a few steps, you can, for example, convert your euro cash holdings (EUR) proportionally into U.S. dollars in order to then use these U.S. dollars to buy U.S. stocks, for example.

Subscribe to market data/live rates

Would you like to subscribe to real-time quotes for your securities account? Then you will receive further information here on the Subscribe to the courses

Create bank statement

Create your account statement in a standardized way or individually according to your personal requirements. Learn more in our guidance

Activate Papertrading account

>You want to test new strategies with a play money account first before you start with real money? Then switch on as a CapTrader customer / client the free paper trading account free. Learn how to do this in our guide. Activate Papertrading account.

The IBot understands you

Find exactly the information you need in the account management (Client Portal). Place orders in your own words. IBot understands you and provides you with results directly, without the need to use a specific sentence structure or special financial jargon.

To open the IBot in the Client Portal

Use the Client Portal in English (unfortunately no German support is connected yet) for a clear overview of your key account figures in real time. Use the IBot whenever you need support. Simply click on the IBot icon in the bottom right-hand corner of your browser.

To open the IBot in the IB TWS for iOS

Log in to TWS for mobile devices on your iPhone. Tap the "More" icon in the tab bar at the bottom right of the app and select "IBot - Trade by text input".

NOW OPEN DEPOT AND USE THE CUSTOMER PORTAL

Switch to CapTrader now in just a few steps and benefit from our excellent trading platforms, favorable conditions and worldwide trading opportunities.

 

GERMANY'S MULTIPLE AWARD-WINNING ONLINE BROKER

PHONE SUPPORT
0800-8723370
E-MAIL SERVICE
info@captrader.com
Email:

info@captrader.com

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Phone:

Hotline (Germany)
0800-8723370

Hotline (International)
00800-08723370

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