Will other users of an advisor account see my Notes and Calendar events?

Once accounts have been linked the relationship is permanent and cannot be undone.

However, if your end goal is to be able to access each account individually you may do so by creating an additional username on each account. Please feel free to visit the IBKR User's Guide for more information on…

Contacts can be added manually, or in bulk via Excel spreadsheet or VCard File.

Additional Information…

Both the client and the advisor can create deposit notifications for a client account. 

More information on how to create a deposit notification…

Yes, prospects of an advisor account are shared amongst different users.

More information on how to add and import contacts can be found in our Users' Guide…