Is it possible to change the Financial Advisor on my account?

Should you wish to change financial advisors, please contact Client Services through an inquiry ticket. Select Account Services as the ticket category followed by Account Configuration/Permissions and request the "Authorization to designate a new financial advisor" form under Inquiry Related to..

Documents can be submitted by either replying and attaching the form to the email you received from IBKR or by attaching the form to an inquiry ticket which can be created in Client Portal.

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