You can link your multiple accounts under a single username and password, including accounts that are managed by an Advisor or a Broker.
Observe these guidelines when linking accounts:
- To request a link to an existing account, you must have an IBKR Secure Login System security device.
- All accounts must be either IBKR Lite or IBKR Pro.
- The email addresses, account titles, tax IDs and physical addresses associated with the accounts you want to link must be the same.
- Accounts that are enrolled in Employee Track are not eligible for linking.
- The linking of Individual and Joint accounts is only possible if the first holder of the Joint account and the owner of the Individual account are one and the same person.
- You must link ALL accounts associated with you. You cannot link a subset of accounts.
- Once the accounts have been linked, the unique usernames and passwords for the accounts to be linked with this account will no longer function. The username and password associated with your account will function for all linked accounts.
- Once the accounts have been linked, the highest level security device among the linked accounts will automatically become the active security device.
- If you begin a new account application for an existing matching account, you will be asked to link the accounts.
- Once the account has been linked, fees may be debited from the account as specified by your Advisor or Broker (if applicable).
- Accounts will be linked on Fridays.
Additional Information
- How do I link accounts?
- Linking existing accounts in our Users' Guide.