Can I increase the number of family member sub-accounts I manage in my IBKR Canada Family Advisor account?

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…

An ISA Family Account is an account structure that allows you to manage multiple ISA accounts from the same login.  This is designed for individuals who want to manage their own ISA and the ISAs of their family members…

IBKR Canada Family Advisor accounts cannot charge fees to its sub-accounts. Only registered advisors can charge management/advisory fees…

Family Advisor accounts in Canada can have accounts for up to 5 family members under the advisor umbrella. However, the number of accounts which can be under the Family Advisor structure can be greater than 5 provided that the additional accounts to the same 5 individuals…