The Add Accounts menu includes the following tabbed pages:
Link Account - Link existing multiple IB accounts under a single username and password, create a new account that is linked to your account, or link your account to an Advisor- or Broker-managed account.
Add Account - Advisor Master Users, Broker Master Users and Investment Manager Master Users can add client or sub accounts.
Authorized Trader - Proprietary Trading Group Master Users can view and create sub accounts for authorized traders.
Duplicate Client Account - Advisor Masters and Broker Masters can request up to five duplicate accounts for an existing client account.
Client Account Templates - Advisor and Broker Masters can create templates to save and re-use application information for new client accounts.