- Log into the Advisor Portal
- From the Menu drop-down, select the Contacts & Accounts tab
- Click on the Add Account button
- Select Fully Electronic Application or Semi Electronic Application
- If you select Fully Electronic Application then click Continue and enter the Client's Name and Email Address
- If you select Semi Electronic Application then click Continue and Proceed to Application
- For either choice follow the steps presented.
Interactive Brokers offers two methods for completing a client application:
- Fully Electronic (recommended): an email invitation is sent to the prospect, and the prospect completes an electronic application
- Semi-Electronic: you as the Advisor complete, print, and send the application to the prospect for signature and return. The application may then be sent to Interactive Brokers for processing.
Depending on which option you choose, the processing time may vary upon completing the application.
You can see an overview of how to invite prospective clients in the Traders' Academy: Inviting Prospective Clients study notes.
Additional Information
- Client applications in the Advisor Portal Users' Guide.