The advisor/broker will be presented with the login messages that client would be presented with. The advisor/broker will be able to complete the requested task in the login message.

Additional Information…

The Streamlined Client Service Program is the default for all eligible Registered Advisors. For those eligible brokers that would like to test this program, please contact your sales representative. For advisors to participate in the Streamlined Client Service Program login to Portal and select Account Settings > Configuration Column > Advisor Authorizations then complete the request…

The Streamlined Client Service Program offers a new level of service for advisors/brokers who want to handle tasks for their clients, with a simplified process for approving funding requests and signing agreements.  The full list of available tasks:…

When an advisor/broker takes an action on the behalf of their client, the client will receive a text message and an email asking them to confirm the advisor’s/brokers’ actions.

Additional Information…

Yes, an advisor/broker can change the service level provided through the Streamlined Client Service Program within Client Portal.

Please Note…

The Streamlined Client Service Program is eligible for Registered Advisor accounts and IBLLC Fully Disclosed Brokers registered with FINRA and/or Introducing Brokers (or FAs) from eligible IB LLC countries.

If the advisor or broker qualifies for the Streamlined Client Service Program then all client accounts will be part of the program. Eligible advisors are enrolled during the application…

For clients who are part of the Streamlined Client Service Program that have emails that require action, the emails will be sent to the advisor/broker to handle instead.

Additional Information…