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Linking to an Advisor- or Broker-Managed Account

The Link Account page lets you link your full account, including all cash and positions, to an IB Advisor- or Broker- managed account.

Who Can Access the Link Account to Advisor/Broker Page?

You can access this page if you are a(n):

• Individual, Joint, Trust or IRA Account User with a single or multiple accounts
• Small Business Account User
• Proprietary Trading Group Master User
• Single Hedge Fund

and are not and Advisor Client User or Broker Client User.

To link your account to an Advisor- or Broker-managed account

1. Click Account Administration in the left pane, then click Link Account to Advisor/Broker.

1. Enter the account ID and title of the broker or advisor account to which you want to link in the fields provided. For example, account ID I123456 and account title Applicant XYZ.
2. Click Continue.
3. Sign each of the two required agreements and click Continue after signing each one.
4. You will be emailed a confirmation number. Enter that number on the Token Confirmation page, then click Continue.
5. An email will be sent to the broker or advisor, who then must log into Account Management and either accept or reject the request. IB will process all accepted link requests at 3pm every Friday.

Important Notes about Linking and De-Linking

• You cannot link your account to an advisor who has lesser trading permissions than you.
• When you link your account to an advisor account, you will no longer be able to log into Trader Workstation and your current market data subscriptions will be canceled.

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