Can I gift stocks to a family member?

To set up and manage a family member's account using a non-professional family account, you will need to create an Advisor master account and link the family member's account. Here is a step-by-step guide to help you through the process:

1. Create a…

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…

It is possible to increase the number of family member sub-accounts managed in an IBKR Canada Family Advisor account, but it requires Compliance approval. You will need to submit your request via webticket in Client Portal…