The following linkages of a primary user to the identical primary user on another IBKR account are supported:
- Linkage between two or more identically owned individual accounts.
- Linkage between an individual account and an identically owned IRA account.
- Linkage between an individual account and an identically owned interest in a joint owned account.
We now have a manual facility to link the following account types:
- Individual to joint where source is one of the joint tenants
- Individual to Org solely owner by Individual
- Individual to Org majority owned by Individual
- Individual to Trust in which Individual is grantor
- Revocable trust to Individual account of grantor
- Trust to sole beneficiary
NOTE that manual links will support transfers in one direction only (the transfer of options, futures/future options, HKD and CNH positions are restricted and would require manual review.
Clients can request to link the subset of accounts mentioned above by following the directions below
- Login to client portal using the source account credentials
- Click transfer and pay →
- Transfer funds or positions →
- Transfer between IBKR accounts →
- Choose destination account →
- Click here to request a new association if you cannot find an account in the destination list
- Enter the credentials for the destination account
NOTE: A ticket will then be automatically created and will act as a point of communication for the client. The client will then be required to complete certain steps (depending on the request) and a manual review will determine whether or not the link is acceptable.
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