User talk:Kalenholliday

Interactive Brokers
Your recent editing history at Interactive Brokers shows that you are currently engaged in an edit war; that means that you are repeatedly changing content back to how you think it should be, when you have seen that other editors disagree. To resolve the content dispute, please do not revert or change the edits of others when you are reverted. Instead of reverting, please use the talk page to work toward making a version that represents consensus among editors. The best practice at this stage is to discuss, not edit-war. See BRD for how this is done. If discussions reach an impasse, you can then post a request for help at a relevant noticeboard or seek dispute resolution. In some cases, you may wish to request temporary page protection.

Being involved in an edit war can result in you being blocked from editing&mdash;especially if you violate the three-revert rule, which states that an editor must not perform more than three reverts on a single page within a 24-hour period. Undoing another editor's work—whether in whole or in part, whether involving the same or different material each time—counts as a revert. Also keep in mind that while violating the three-revert rule often leads to a block, you can still be blocked for edit warring&mdash;even if you don't violate the three-revert rule&mdash;should your behavior indicate that you intend to continue reverting repeatedly. Owen&times; &#9742;  22:14, 10 January 2019 (UTC)


 * Good to see you've taken a more constructive approach to updating the article! I like how you break down the edits into easily-verifiable chunks, provide sources for your edits, and limit yourself to clear factual aspects. Keep up the good work!  Owen&times;  &#9742;  14:47, 15 February 2019 (UTC)

Logo updated
Interactive Brokers' logo was changed in 2018.

The new logo was uploaded to replace the old logo.

File:Interactive_Brokers_Logo.png Kalenholliday (talk) 16:59, 5 April 2019 (UTC) Kalen Holliday

File:Interactive Brokers Logo.png
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Managing a conflict of interest
Hello, Kalenholliday. We welcome your contributions, but if you have an external relationship with the people, places or things you have written about in the page Interactive Brokers, you may have a conflict of interest (COI). Editors with a conflict of interest may be unduly influenced by their connection to the topic. See the conflict of interest guideline and FAQ for organizations for more information. We ask that you:


 * avoid editing or creating articles about yourself, your family, friends, company, organization or competitors;
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In addition, you must disclose your employer, client, and affiliation with respect to any contribution which forms all or part of work for which you receive, or expect to receive, compensation (see WP:PAID).

Also please note that editing for the purpose of advertising, publicising, or promoting anyone or anything is not permitted. Thank you. Calton &#124; Talk 17:07, 5 April 2019 (UTC)

Interactive Brokers
As an employee of Interactive Brokers, you are encouraged to request changes on the article's talk page, not to make direct edits. This especially applies when you change the formatting of things, like you did with the infobox today. Please do not make further changes without discussing. ɱ (talk) 17:36, 5 April 2019 (UTC)

Orphaned non-free image File:Interactive Brokers Logo.png
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Outdated information update request
May I please get assistance in helping update Wikipedia with 2019 data and a few other factual changes?

The source for almost all the changes is our 2019 Annual Report.

The requested edits and sources are:

Info Box 1) Number of locations 14 (up from 12)

2) Revenue $1.9 billion (2019) Source: 2019 Annual Report

3) Operating Income $1.20 billion (2019) Source: 2019 Annual Report

4) Net Income $1.089 billion (2019 Source: 2019 Annual Report

5) Revenue $1.9 billion (2019) Source: 2019 Annual Report 6) Total Assets $71.67 billion (2019) Source: 2019 Annual Report

7) Operating Income $1.2 billion (2019) Source: 2019 Annual Report

8) Total Equity $7.9 billion (2019) Source: 2019 Annual Report

9) Employees: 1,649 (2019) as of 2/12/2020 Source: Interactive Brokers Human Resources department

-- Main Text

1) The company serves 760,000 client brokerage accounts with US $160.7 billion in customer equity As of 3/31/2020 Source: Company press release: https://www.interactivebrokers.com/en/index.php?f=1559&p=releases#

2) Currently about 17.3 percent of the company is publicly held. (as of 2/28/2020) Source: HR

3) It provides correspondent clearing services to 200 introducing brokers worldwide. The copany serves 760 thousand client brokerage accounts with $160.7 billion in customer equity. (as of 3/31/2020) Source: Company press release: https://www.interactivebrokers.com/en/index.php?f=1559&p=releases#

4) Interactive Brokers Group has $75 million in tangible assets, including $24 million in computer equipment. Source: 2019 Annual Report p. 103

5) The company can afford to focus on automation and acquiring customers over focusing on financial results, as 82.7% of the company is held by employees. (as of 2/12/2020) Source: HR

6) The company has 1,649 employees. (as of 2.12.2020) Source: HR

7) Interactive Brokers' Connecticut offices include its 163,510-square-foot (15,190 m2) headquarters in downtown Greenwich.

(The company consolidated its office space in Greenwich, Conn. into 1 location (Pickwick Plaza). Staff moved out of the second Greenwich location at Greenwich Office Park in November 2019.) Source: 2019 Annual Report.

8) The company also leases offices in Chicago, Washington, D.C., West Palm Beach, Montreal, Vancouver, Boston, San Francisco, Secaucus, Zug, London, Luxembourg, Tallinn, Budapest, St. Petersburg, Vaduz, Mumbai, Hong Kong, Shanghai, Singapore, Sydney, and Tokyo.

Please add: Luxembourg and Singapore.

9) Half of the company's customers reside outside the United States, in approximately 200 countries and territories.

Please add: and territories. (There are not 200 countries, according to the UN.)

Many thanks for your help in updating the Wikiepdia information.

The annual report can be found here: https://investors.interactivebrokers.com/ir/main.php The updated client # and equity stat and other metrics can also be found on the same page. There is a small amount of information that is not in the Annual Report or Press Releases. The HR info (such as employee numbers and % of stock ownership) can be confirmed with HR Director Michael Kerrigan mkerrigan@interactivebrokeres.com

Please note: I wish to disclose a conflict of interest. I am an employee of Interactive Brokers and paid by the firm for my role as Director of Media Communications.

Kalenholliday (talk) 20:45, 2 April 2020 (UTC)
 * I deactivated your edit request because this is the wrong place to put it. If you are requesting the creation of an article, you can do so at WP:AFC.  If you are requesting the editing of an article, go to the article's talk page and place edit request there.  Also, you should use the paid template on your talk page and user page and Connected contributor (paid) on article talk pages.  Aasim 20:47, 23 April 2020 (UTC)