Our Custodian
Interactive Brokers “IBKR” acts as the qualified custodian for all Elbrus Partners clients.
While Elbrus Partners LLC provides investment advisory / portfolio management services; all client account assets are held with Interactive Brokers. Elbrus Partners LLC and Interactive Brokers Group (IBG LLC) are not associated entities.
We leverage industry leading technology platforms.
Elbrus Partners clients gain access to industry leading technology platforms, resources, and research.
Account Management Client Portal
A simple and intuitive way to view your account. Portfolio performance and all key portfolio metrics provided at a glance.
Financial Planning Client Portal
Dynamic goals-based and asset-only financial planning and solutions to help navigate complex financial elements in retirement/wealth management.
FactSet Research Systems
Our investment process and model-based portfolio strategies integrates FactSet Research Systems advanced financial data and research platform.
Account Management
IBKR CLIENT PORTAL
Manage funding, reporting, position transfers, and more. View any new messages, statements, billing invoices, tax documents, and other essential elements. Client Portal allows you to easily sync and manage outside accounts all in one place.
Approved strong password and two-factor device required to login; additional verification may be needed.
Technology Resources
Additional information on features and navigating account management / financial planning portals.
IBKR Client Portal
2019 User Guide
Interactive Brokers Client Portal 2019 user guide and quick links. Provides overview and instruction, and features of the Client Portal provided to clients of Elbrus Partners.
IBKR Mobile Overview
iOS
This page covers setting up the IBKR Mobile app on iOS/iPhone devices. The IBKR Mobile app is used for two-factor authentication purposes.
IBKR Mobile Overview
Android
This page covers setting up the IBKR Mobile app on Android devices. The IBKR Mobile app is used for two-factor authentication purposes.
IBKR System Status
The current system status shows To review any potential problems/outage, scheduled maintenance, and general information regarding account access through our custodian Interactive Brokers.
IBKR Contact
We recommend clients direct any questions or inquires to their financial adviser. If you need immediate assistance, Interactive Brokers is also available to assist with login issues and account related questions.
Tax Information and Reporting
2020 Tax Form Availability. Your Elbrus Financial Adviser will work with you and/or your tax professional to ensure you have all tax documents and answer any related questions.
Investor Empowerment Resources
Research and guides to help investors make informed financial decisions, to become more engaged in their financial well-being, and considerations for selecting an adviser.