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Account Management Access and Account Structures

Access to the many features in Account Management is based on your customer type and IB account structure.

Customer Types

There are two IB customer, or legal, types:

Single - A single customer type is classified as individual, joint (two individuals), trust, or IRA.
Organization - An organization is classified as a corporation, partnership, limited liability corporation (LLC), or unincorporated business.

Account Structures

Access to the many functions in Account Management depends on your account structure. For example, you might be an advisor or broker master user, an advisor or broker client user, proprietary trading group master user or an institution sub user, or an individual user.

IB offers the following account structures, which reflect your business:

Account Structure	Description
Individual, Joint, Trust and IRA	Individual, Joint, Trust and IRA users who manage their own accounts.
Small Businesses	Corporation, Partnership, Limited Liability Corporation and Unincorporated legal structures that manage their own accounts.
Friends and Family	Multiple accounts (15 or fewer) managed under a single login. Managed accounts can be all single and organization customer types.
Advisors
Advisor Master User Individuals	Individual professional financial advisors who manage a group of master and/or client accounts.
Advisor Master User Organizations	Organizations who manage a group of master and/or client accounts.
Advisor Client User Individuals	Individuals whose accounts are managed by a professional financial advisor.
Advisor Client User Organizations	Organizations whose accounts are managed by a financial advisor.
Self-Directed IRA Third-Party Custodian Accounts	Advisor client IRA accounts that are held at designated third party trustees.
Pension Plan Trust Accounts	These client accounts are trust accounts that hold assets for a qualified Pension Plan (as specified in Section 401(a) of the Internal Revenue Service Code).
Hedge and Mutual Funds
Investment Manager Master Users	Investment managers who manage a single fund, multiple funds or an allocation fund account.
Funds	Hedge or mutual funds managed by an investment manager.
Registered Brokers and FCMs
Broker Master Users	Registered brokers or FCMs who manage a group of broker master and/or broker client accounts.
Broker Fully Disclosed Client User Individuals	Fully disclosed individuals whose accounts are managed by a Broker Master User.
Broker Fully Disclosed Client User Organizations	Fully disclosed organizations whose accounts are managed by a Broker Master User.
Broker Non-Disclosed Client Users	Non-disclosed broker clients whose accounts are managed by a broker.
Broker Omnibus Client Users	Omnibus broker clients whose accounts are managed by a broker.
Proprietary Trading Groups
Proprietary Trading Group Master Users	Proprietary trading accounts with jurisdiction over multiple accounts for banks, brokers, trading arcades or other institutions. A Proprietary Trading Group Master User can create sub accounts with separate trading limits for their employees.
Proprietary Trading Group Sub Users	Traders (employees of an institution) whose sub accounts are managed by a Proprietary Trading Group Master User.

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