How do I modify a pending client account application?

Q: How do I modify a pending client account application?

ADVISOR PORTAL LOGIN To modify a pending client account application: Log into Advisor Portal . From the Home page, click the Pending Applications tab. Click on the “ Open ” link next to the application in question and select “ Modify Application ” on the next page. If no “ Modify ” option is available, the application has been submitted. You must call IBKR Customer Service to reset the application and make the necessary changes. Find more information on client applications in our Users' Guide.

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Accepted Answer

ADVISOR PORTAL LOGIN

To modify a pending client account application:

Log into Advisor Portal.
From the Home page, click the Pending Applications tab.
Click on the “Open” link next to the application in question and select “Modify Application” on the next page.

If no “Modify” option is available, the application has been submitted. You must call IBKR Customer Service to reset the application and make the necessary changes.

Find more information on client applications in our Users' Guide.