You are here: Manage Account > Add or Link Accounts > Link Existing Account

Link Existing Account

This page lets you link your multiple IB accounts under the single username and password associated with your account, including accounts that are managed by an Advisor or a Broker. Once these accounts are linked, you will be able to access Trader Workstation, WebTrader, IBKR Mobile solutions and Account Management for any of the linked accounts using a single username and password. In addition, market data subscriptions are charged once for linked accounts rather than charged separately for each linked account (market data subscriptions are charged per terminal/computer).

Guidelines for Linking Existing Accounts

Observe these guidelines when linking accounts in this way:

Advisors and fully disclosed brokers can link existing individual and joint client accounts on the Manage Clients > Accounts > Link Existing Accounts page.

Three-level account linking is also supported as follows:

To link your account to an existing account

  1. Log into Account Management with your username and password, then enter the codes from your Secure Login Device as instructed on the login screen.
  2. Click Manage Account > Add or Link Accounts > Link Existing Account.

The page lists all of your current accounts that are eligible to link, along with their usernames and current Secure Login Device . When you link these accounts, the unique username and password associated with your other accounts will no longer function; you will access all accounts with a single username and password.

  1. Click the radio button next to the account whose username you want to use for all linked accounts. This will be the username you use to log into Account Management and our trading platforms.
  2. Click Link Accounts.
  3. A series of pages appears to prompt you to enter the username and password for each account to be linked, followed by additional authentication using your Secure Login device.
  1. After you have entered the username, password and authentication values for each account to be linked, a screen appears that compares the individual and financial information that you maintain for the accounts to be linked. If any information between the two accounts to be linked is not the same, edit that information directly on the compare screen so that the information in both accounts matches.
  2. Click Continue.
    A screen appears confirming your request. If you wish to cancel your link request, click the here link on the page.

Once your accounts have been linked under your single username and password, you can perform Account Management tasks for any linked account by logging into Account Management under your username and password, then selecting one of the linked accounts.