To complete a pending client account application:
- Log into the Advisor Portal.
- From the Home page, click the Pending Applications tab.
- Click on “Open” link next to the application in question and select “Modify Application” on the next page.
- You will be able to navigate the application to complete and make any changes.
- Send the missing documentation to newaccounts@interactivebrokers.com with the “U” (client) account number in the subject line.
Additional Information
- Client applications in our Users' Guide.