ADVISOR PORTAL LOGIN

To complete a pending client account application:…

Quarterly statements are automatically mailed to the client’s residential address. To request the quarterly statement be mailed to the client's mailing address or to request a special exception to not receive the quarterly statements, the client must personally submit a webticket or a physical letter with the request…

If you lost your phone, you can migrate the IBKR Mobile Authentication (IB Key) to your new phone following the steps listed in the IBKR Knowledge Base. 

In any other case, we ask that you request temporary account access by contacting the Secure Login department of IBKR Client Services via the phone number best suitable for your location. For IBKR Contact Information, please visit…

ADVISOR PORTAL LOGIN

1. Log into the Advisor Portal
2. From the Menu drop-down, select the Contacts & Accounts tab…

OPEN ADVISOR ACCOUNT

1. Select the red OPEN ACCOUNT button (upper-right hand corner) of our…

ADVISOR PORTAL LOGIN

To delete a pending client account application:…

Overview:

Advisor accounts have the ability to configure the fees which they assess to their clients…

Overview:

By default, client accounts do not have Trading Access and cannot sign into TWS. They are limited to Advisor Portal where they can view Statements and Trade Confirmations, as well as perform account administration tasks. However, there are occasionally requests by advisors that a client be given the ability to trade their own account…

ADVISOR PORTAL LOGIN

Once your account is approved and funded, you may add users and grant them access to a subset of Advisor Portal functions. That includes granting access to functions for one or more sub accounts. To set up users and define their roles:…

Advisor master accounts are unable to hold or establish positions. If an Advisor wishes to trade on their own behalf, they will first need to open a trading subaccount underneath their Advisor master account. The Advisor can send themselves an invitation to open a trading subaccount…

ADVISOR PORTAL LOGIN

To modify a pending client account application:…

According to the Interactive Brokers security policies, only one IBKR Mobile Authentication (IB Key) application can be active for a given user. It is not possible to have two IBKR Mobile Authentication (IB Key) applications active at the same time on different devices. Also, the IBKR Mobile Authentication (IB Key) application cannot be installed on an iPad…

It is not possible to change the username, account number or account type of a new advisor client application.

The advisor can set Account Aliases that will replace the account number in the Advisor Portal for ease of use. Information on how to create account aliases…

The Annualized % of Net Liquidation, Annualized Flat Fee and Performance Fee structures are calculated automatically. Invoicing requires manual submission from the advisor on a monthly or quarterly basis.

You can see an overview of the different client fee calculation methods in the…

ADVISOR PORTAL LOGIN

When sending a prospect an account invitation, you can set fees manually or use a client fee template…