How do I link my individual account to a Financial Advisor?

LINK ACCOUNT TO ADVISOR

Use the button above or follow the below procedure to link your account to a Financial Advisor in Client Portal:

  1. Log in to Client Portal.
  2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
  3. Under Account Configuration select Manage Account Linking
  4. Click the bubble for Link Account to Advisor/Broker and click CONTINUE.
  5. Enter the account ID and title of the Advisor account to which you want to link in the fields provided.
  6. Click CONTINUE.
  7. Type your signature in the field provided in each of the agreements that appear. Click I Agree after signing each agreement.
  8. An email will be sent to the Advisor to inform him or her of your request. The Advisor must approve your request before your new linked account is open.

Please Note

  • If you move your entire account to an Advisor, you will no longer be able to log into Trader Workstation, and your current market data subscriptions will be canceled.
  • Once your account has been linked, fees may be debited from the account as specified by the Advisor.
  • Accounts are moved every business day after 3:00 PM EST.
  • All pending orders are cancelled when the account is linked to a Financial Advisor.
  • For IBUK/IBIE Family Accounts, please review How do I link my individual account to a Family Account?

Additional Information

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