How do I add an account?

OPEN AN ADDITIONAL ACCOUNT

If you already have an existing Interactive Brokers account and want to open an additional account, please use the button above or follow the procedure below to open a linked account:

  1. Log in to Client Portal
  1. Click the User menu (head and shoulders icon in the top right corner) followed by Settings
  2. Under Account Settings find the Trading section
  1. Click Open an Additional Account
  2. Choose which option best fits the account type you wish to open and click Select
  3. Follow the prompts on screen and complete the account application for the new account.

Attempting to open a new account via the 'OPEN ACCOUNT' button on www.ibkr.com using your existing username will not work — use the Client Portal path above.

Please Note

  • This keeps all accounts under one username and password.
  • All accounts must be either IBKR Lite or IBKR Pro (not a mix).
  • All accounts associated with you must be linked.
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