Can I link my family’s ISAs and GIAs under one Family Account?

You can request an ISA Family Account once your Standard (GIA) Family Account is set up. You can request an ISA Family Account via phone, webchat or ticket. Once created, you will receive separate login credentials for ISA administration. This account is required to manage ISAs in line with UK regulatory rules…

ISAs can be managed directly or via an ISA Family Account. You cannot link ISA accounts to your standard Family Account…

Yes. From your ISA Family Account portal, you can send an invitation link that allows your family member to begin the ISA application process. The family member’s ISA account will then be opened directly under your ISA Family Account…

Considering the specific regulatory and tax requirements that apply to ISAs, IBKR offers ISAs and GIAs under distinct business lines. This includes the Family Account; therefore, ISAs can be handled through a distinct account (ISA Family Account), separate from the Standard GIA Family Account…