IB - How to navigate to the old Account Management UI?

Thank You for your reply. I am using Linux Mint 18.3 xfce with Firefox and Google Chrome browsers. I can log onto the new account management but can not see the "small gears" the instruction video says to click on to navigate to where I need to go. When I login to the home page, I can see the links on the left side of the home page that when I click on one of the links I do not see what I should be seeing. When I use windows 7 with Firefox or Chrome with the same browser security settings, account management works as was intended. If the new UI works in Ubuntu, I should be able to get the new UI to work in Linux Mint.
I am not sure what instruction video you refer to. I didn't see it and found my way around myself.
Once logged in and on the home page most menu's are on the left hand side (dark blue background). Depending on what item you click a new list of choices appear. When you click on Account Settings you get a window with submenu's on the right hand side. Each of these has a small gear to configure the related settings. Similar for User Settings. The other menus don't have these small gears.

Edit: I found a "back door" into the old account management. Log on to the new account management. From the home page select Investors' Marketplace -> Find an Advisor. This brings you to the old user interface. I'm not sure how long this will remain as is though.
 
I guess the old acct. mgt page is no longer available.

I am able to run my old reports as usual. It just takes some getting used to.

Is there any increased functionality with the new one - or just a new skin?
 
Last edited:
I guess the old acct. mgt page is no longer available.

I am able to run my old reports as usual. It just takes some getting used to.

Is there any increased functionality with the new one - or just a new skin?
You now have to use a different "back door" to get to the old UI: Settings>User Settings>Secure Login Systems>Yes>"You are there".
 
I guess the old acct. mgt page is no longer available.

I am able to run my old reports as usual. It just takes some getting used to.

Is there any increased functionality with the new one - or just a new skin?

Was about to tell you the new "backdoor" that I discovered but looks like @Catoosa beat me to it. :D So far, no new features, just new skin.
 
Back
Top