LINKING EXISTING ACCOUNT

Use the button above to link existing accounts or follow the below procedure:…

You can link your multiple accounts under a single username and password, including accounts that are managed by an Advisor or a Broker. 

Observe these guidelines when linking accounts:…

Once accounts have been linked the relationship is permanent and cannot be undone.

However, if your end goal is to be able to access each account individually you may do so by creating an additional username on each account. Please feel free to visit the IBKR User's Guide for more information on…

The principal benefits of linkage are ease of access and potential savings in market data subscription fees. Following linkage, all accounts will be accessed via a single User Name, password and SLS device. After login to the trading platform or Client Portal you will be provided with a drop-down window for selecting the account you wish to trade or perform administrative tasks thereby eliminating the need to memorize multiple login information or maintain additional security devices. …

Linking requests are processed on Fridays and require that you have an IBKR Secure Login System security device and the individual information on record is identical (e.g. mailing address, telephone numbers, email address, etc.). If any of these conditions are not met, the linkage request will not be processed…

Accounts owned by the same beneficial owner are considered consolidated when determining the ability to sell a stock short. If account A is long 100 shares and account B is short 100 shares, a new order to sell shares in either account A or account B will be considered a short sale, as overall the accounts hold a 0 position. The new sell order would be subject to any applicable locate requirements…

No. Once an account linkage has been requested and processed, all subsequent requests must be linked to that original grouping…

Account holders can designate a billing account from which all market data fees will be deducted.  We recommend that you select the account that generates the greatest level of commission activity if your subscription provides for fee waiver and should your monthly commissions reach a minimum threshold (e.g., U.S. Securities & Commodities Market Data Bundle). IBKR will only look to the activity conducted in the billing account to determine waiver eligibility rather than aggregating the commission activity across all linked accounts. …

In the case of a linkage request where the two accounts are SLS enrolled but maintain different devices, IBKR requires that the account holder retain the device having the highest protection rating as noted at the time of your request…