CREATE A SECOND USER

Individual account holders may add additional users to their account, either as a 2nd login for themselves (e.g., for accessing via an API) or for purposes of allowing another (non-employee/power of attorney) individual access to certain permissions within the account…

CREATE A SECOND USER

Joint account holders may request a second username for the second holder of the account in one of two ways:…

CHECK STATUS/COMPLETE PENDING TASKS

Use the button above to login to Client Portal with your new username/password. Here you can confirm the status and complete any pending tasks…

ADD A USER

Joint account holders may add a username for a third person in Client Portal by using the button above or following the below procedure:…

No, it is not possible to change the primary username associated with your account. 

Your username is created at the beginning of the application process and is associated with account permissions, trading capabilities, system access, customer agreements, acknowledgements and disclosures. …

REMOVE A SECOND USER

Use the button above or follow the below procedure to edit or remove a second user:…

No, the account holder is created at the point of account application and is associated with account permissions, trading capabilities, and login access in addition to agreements, acknowledgements and disclosures.

It is not possible to change the account holder of an individual account…

CREATE ACCOUNT ALIAS

Account Alias lets you define an alias for your account. For example, you might want to define an account alias that is easier to remember than your account ID. If you are a master user, you can define an alias for any client or sub accounts that you manage…

CONFIGURE USER SETTINGS

User settings are configurable settings associated with you and your username rather than with your account. All user settings are accessible from a single Settings area of Client Portal, which allows clients to configure login, security, communication and trading platform settings related to a specific user…

MODIFY USER ACCESS RIGHTS

Only authorized users can create users and edit access rights. Use the button above or follow the below procedure to modify a user's access rights:…

CREATE A SECOND USER 

Yes, you can create a second user name with different market data subscriptions. Please see the IBKR Knowledge Base for more information on creating an additional user in the account holder's name…

CONFIGURE TRADING PLATFORM SETTINGS

Trading platform settings include read-only access configuration, market data and research subscriptions associated with a specific username rather than with the overall account…

No, you cannot use your email address as your username. 

Additional Information…

MODIFY USER ACCESS RIGHTS

Only the authorized user can create users and edit access rights…

The tax status of an account is determined based upon its owners. The tax status of a user who is added to the account for the purpose of managing or operating the account and who is not an owner does not impact the tax status of the account…