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Financial Advisor in Client Portal:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Log in to \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCT_MGMT_MAIN\">Client Portal.\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Click the \u003Cstrong>User menu\u003C\u002Fstrong> (head and shoulders icon in the top right corner) followed by \u003Cstrong>Settings\u003C\u002Fstrong>.\u003C\u002Fli>\u003Cli>Under \u003Cstrong>Account Configuration\u003C\u002Fstrong> select \u003Cstrong>Manage Account Linking\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Click the bubble for \u003Cstrong>Link Account to Advisor\u002FBroker\u003C\u002Fstrong> and click \u003Cstrong>CONTINUE.\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Enter the account ID and title of the Advisor account to which you want to link in the fields provided.\u003C\u002Fli>\u003Cli>Click \u003Cstrong>CONTINUE.\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Type your signature in the field provided in each of the agreements that appear. Click \u003Cstrong>I Agree\u003C\u002Fstrong> after signing each agreement.\u003C\u002Fli>\u003Cli>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.\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cstrong>Please Note\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>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.\u003C\u002Fli>\u003Cli>Once your account has been linked, fees may be debited from the account as specified by the Advisor.\u003C\u002Fli>\u003Cli>Accounts are moved every business day after 3:00 PM EST.\u003C\u002Fli>\u003Cli>All pending orders are cancelled when the account is linked to a Financial Advisor.\u003C\u002Fli>\u003Cli>For IBUK\u002FIBIE \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.ie\u002Fen\u002Findex.php?f=46505\">Family Accounts\u003C\u002Fa>, please review \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F152251755\">How do I link my individual account to a Family Account?\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Additional Information\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fclientportal\u002Fmove-account-to-new-advisor.htm?Highlight=moving%20account%20to%20advisor\">Moving your account to an advisor or broker\u003C\u002Fa> in the Client Portal Users' Guide.\u003C\u002Fli>\u003C\u002Ful>",[1203,1209,1211],{"id":12,"title":13,"feedback_context":1204},{"request_context":1205,"type":1206,"id":12,"faq_id":12,"timestamp":1207,"cir_id":1208},"faq-browser-public,faq-browser-1:Jibotsrv3-17d1ad43-7216-468d-bd44-e7e636b8d2b7","FAQ_NAVIGATION",1794511924798,"93b960ec-facc-45a3-b4ef-1a92ced28807",{"id":171,"title":172,"feedback_context":1210},{"request_context":1205,"type":1206,"id":171,"faq_id":171,"timestamp":1207,"cir_id":1208},{"id":183,"title":184,"feedback_context":1212},{"request_context":1205,"type":1206,"id":183,"faq_id":183,"timestamp":1207,"cir_id":1208},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=LINK_ACCOUNT\">LINK ACCOUNT TO ADVISOR\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Use the button above or follow the below procedure to link your account to a Financial Advisor in Client Portal:…\u003C\u002Fp>",[1215,1227,1234,1241],{"id":1216,"title":1217,"feedback_context":1218,"short_description":1221,"source":1222},"27271540","How do I upgrade from a Cash to a Margin account?",{"request_context":1205,"type":1219,"id":1216,"faq_id":1216,"timestamp":1220,"cir_id":1208},"FAQ_SIMILAR",1794511924819,"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCOUNT_TYPE\">CHANGE ACCOUNT TYPE\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Use the button above or follow the below procedure to request an upgrade to a Margin account type:…\u003C\u002Fp>",{"id":1223,"title":1224,"link":1225,"sourceType":1226},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=27271540","FAQ",{"id":1228,"title":1229,"feedback_context":1230,"short_description":1231,"source":1232},"65997390","How do I link accounts?",{"request_context":1205,"type":1219,"id":1228,"faq_id":1228,"timestamp":1220,"cir_id":1208},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=LINK_ACCOUNT\">LINKING EXISTING ACCOUNT\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Use the button above to link existing accounts or follow the below procedure:…\u003C\u002Fp>",{"id":1223,"title":1224,"link":1233,"sourceType":1226},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=65997390",{"id":1235,"title":1236,"feedback_context":1237,"short_description":1238,"source":1239},"77835557","Can I create a username for a third person on a Joint account?",{"request_context":1205,"type":1219,"id":1235,"faq_id":1235,"timestamp":1220,"cir_id":1208},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=UarConfig\">ADD A USER\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Joint account holders may add a username for a third person in Client Portal by using the button above or following the below procedure:…\u003C\u002Fp>",{"id":1223,"title":1224,"link":1240,"sourceType":1226},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=77835557",{"id":1242,"title":1243,"feedback_context":1244,"short_description":1245,"source":1246},"110212852","How do I link my individual account to an Introducing Broker?",{"request_context":1205,"type":1219,"id":1242,"faq_id":1242,"timestamp":1220,"cir_id":1208},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=LINK_ACCOUNT\">LINK ACCOUNT TO BROKER\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>You can use the button above or follow the below procedure to link your account to an Introducing Broker via Client Portal:…\u003C\u002Fp>",{"id":1223,"title":1224,"link":1247,"sourceType":1226},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=110212852",{"request_context":1205,"type":1249,"id":1199,"faq_id":1199,"timestamp":1207,"cir_id":1208},"FAQ_CONTENT"]