Annual Account Health Assessment
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Annual Account Health Assessment
 
Hello,

Your annual account health assessment is ready. Confirming your details ensures withdrawals, alerts, and approvals route correctly and that we can identify unusual activity quickly. The review also confirms your acknowledgment of our most recent communication and security practices.

Use the secure portal below to complete your assessment. The experience is streamlined, supports desktop and mobile, and requires only a few screens. Even if no changes are needed, submitting the confirmation keeps your access uninterrupted.

Review & Confirm Details

Thank you for taking a moment to verify your information.

Regards,
Account Management Team

Keeping records current improves notification delivery and recovery options.
Interactive Brokers
This communication is for information purposes only and not a solicitation to buy, sell or hold any investment product. Customers are solely responsible for their own decisions.
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