I'm using Ibkr and I need to convert all my holdings to the base currency. I'm not sure how to do this and I need some guidance on the steps to take to complete this conversion.
6
answers
Sara
Sat Mar 29 2025
To change your base currency, begin by clicking on the User menu.
ShintoBlessed
Sat Mar 29 2025
Locate the head and shoulders icon situated in the top right corner of your screen.
BonsaiVitality
Sat Mar 29 2025
Upon clicking the icon, navigate to the 'Settings' option.
Giulia
Sat Mar 29 2025
From the Settings menu, select 'Account Reporting'.
Silvia
Fri Mar 28 2025
Within Account Reporting, you will find an option for 'Base Currency'. Click on this to proceed.