How do I create multiple client accounts at once?

Q: How do I create multiple client accounts at once?

ADVISOR PORTAL LOGIN Interactive Brokers provides Advisors with the ability to upload multiple client accounts to our system using a single Excel workbook. We refer to this tool as “Mass Upload”. To receive this workbook, you can either contact your sales representative or send an email to salesengineering@interactivebrokers.com and request “Mass Upload”. We will then send you an Excel workbook and a link to helpful reference documentation. More information on how to create multiple client accounts at once in the Traders' Academy Advisor Client Onboarding study notes.

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Accepted Answer

ADVISOR PORTAL LOGIN

Interactive Brokers provides Advisors with the ability to upload multiple client accounts to our system using a single Excel workbook. We refer to this tool as “Mass Upload”.

To receive this workbook, you can either contact your sales representative or send an email to salesengineering@interactivebrokers.com and request “Mass Upload”. We will then send you an Excel workbook and a link to helpful reference documentation.

More information on how to create multiple client accounts at once in the Traders' Academy Advisor Client Onboarding study notes.