📅 2024-09-11 — Session: Interactive Brokers Account and Transaction Management
🕒 03:00–04:00
🏷️ Labels: Interactive Brokers, Account Management, Transaction Inquiry, Mobile App, Finance, Customer Support
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal
The session aimed to manage and resolve issues related to Interactive Brokers account balance, funding, and transaction inquiries.
Key Activities
- Navigated Interactive Brokers to view account balance and funds.
- Reviewed features of the Interactive Brokers mobile app for improved user experience.
- Verified a $1,000 deposit in Interactive Brokers and addressed potential account activation issues.
- Investigated the cancellation of a $1,000 deposit, identifying reasons and actions to resolve it.
- Identified the merchant for a transaction with Festival Center Sprl using various methods.
- Analyzed a transaction to SIFT MOBILE, examining payment details and merchant identification.
Achievements
- Gained insights into managing account balance and funding issues on Interactive Brokers.
- Improved understanding of mobile app features for efficient trading and account management.
- Identified steps to resolve deposit cancellation and transaction inquiries.
Pending Tasks
- Follow up on resolving the deposit cancellation issue with Interactive Brokers support.
- Confirm merchant identification for transactions with Wise support if needed.