Please contact Client Services and ask to be delinked from your financial advisor. You will have two options for delinking from your advisor…

LINK ACCOUNT TO ADVISOR

Use the button above or follow the below procedure to link your account to a Financial Advisor in Client Portal:…

There are various account structures which could incorporate family members including Non-Professional Advisors, Family Advisors…

ADVISOR PORTAL LOGIN

Your financial advisor can duplicate client accounts from his/her Advisor Portal:…

It is now possible to link existing individual accounts to a master Family Account.

LINK ACCOUNT TO FAMILY ACCOUNT…

It is possible to transfer funds internally between an Advisor master account and a linked trading account when the Account Titles, National IDs, Tax IDs, Country of Legal Residence and IBKR Entities match on both accounts.

Additional Information…

If the Financial Advisor Delink form is received prior to 2pm EST on a Friday and all information is in order then the request will be processed on that same Friday.  If the request is received after 2pm EST on a Friday then the request will be processed the following Friday.  The delink from a financial advisor only occurs on Friday after 2pm EST…

We do not provide advisory services to clients, but we do clear for a rather large number of Financial Advisors who do carry and clear their client accounts with us. As we are not in a position to provide personal recommendations as to Financial Advisors, you would need to research for an advisor on your own and if they are not already affiliated with our company, request that they open an account on your behalf with us…

If you manage multiple accounts, have multiple linked accounts, or use account partitions, you will be prompted to select one or more accounts when you submit orders in TWS:

Classic TWS - In the upper part of the quote monitor you see a Select Account drop-down menu that allows you to select the default account where the orders you create on the page are allocated to. Then, click the Ask or Bid in a market data line to create an order line directly below the selected ticker. Click the Ask to create a Buy order. Click the Bid to create a Sell order. On the Order line, modify the order parameters including Account, if needed. To transmit your order, click "Transmit" (or "T" if you have reduced the size of the Transmit field)…

Should you wish to change financial advisors, please contact Client Services through an inquiry ticket. Select Account Services as the ticket category followed by Account Configuration/Permissions…

You will be unable to delink an Advisor or Broker-managed partition. To close the partition segment from the Advisor or Broker, you must first transfer all funds and assets to the parent partition (your original account) and then close the Advisor or Broker-managed partition…

By default, an Advisor client account can only view their account and position information. They do not have trading access, cannot subscribe to market data, cannot set alerts, etc. All of the trading decisions are managed by the client's Advisor. If a client wants to have trading access, they must request access from their Advisor. …

ENABLE MODEL PORTFOLIOS

Model Portfolios can be enabled only on Financial Advisor and Money Manager master accounts via Advisor Portal. …

To configure commissions and fees to be taken out of your advisor account instead of the client account:

1. Login to Advisor Portal
2. Select Administration & Tools followed by Fees & Invoicing…

Overview:

• The Portal's existing "Account ID" column does not display the client's true account number; rather, it reflects the VAN (Virtual Account Number).
• To address this discrepancy without impacting the current "Account ID" column — which other users may already depend on — the team introduced a new column,…