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full list of available tasks:\u003C\u002Fp>\u003Cul>\u003Cli>Authorization to Update or Change Account Information, Account Settings, Trading Permissions and Tax Forms.\u003C\u002Fli>\u003Cli>Authorization to Provide or Change Banking and Transfer Instructions.\u003C\u002Fli>\u003Cli>Authorization to Vote Shares and Make Elections Regarding Positions.\u003C\u002Fli>\u003Cli>Authorization for Special Programs and Alternative Investments.\u003C\u002Fli>\u003Cli>Request to Send Electronic Notices, Confirmations and Account Statements only to Advisor.\u003C\u002Fli>\u003Cli>Have communications that requires a response sent to the Advisor.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Additional Information\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F565153751\">What Advisors and Brokers are eligible to participate in the Streamlined Client Service Program?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F565153770\">How do I enable the Streamlined Client Service Program?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F565153788\">How are client's emails handled in the Streamlined Client Service Program?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F565153820\">What Client Portal actions can the advisor\u002Fbroker take on client's behalf?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F565153832\">Can an advisor\u002Fbroker change the service level provided through the Streamlined Client Service Program?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F565153805\">How does a Client consent to the actions taken by the Advisor\u002Fbroker through the Streamlined Client Service Program?\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>",[1205,1211,1213],{"id":12,"title":13,"feedback_context":1206},{"request_context":1207,"type":1208,"id":12,"faq_id":12,"timestamp":1209,"cir_id":1210},"faq-browser-public,faq-browser-1:Jibotsrv4-097d0d61-2db0-40e7-a663-9a7515021460","FAQ_NAVIGATION",1794514087624,"251f85be-79b5-436b-bd87-9c778c42f10c",{"id":171,"title":172,"feedback_context":1212},{"request_context":1207,"type":1208,"id":171,"faq_id":171,"timestamp":1209,"cir_id":1210},{"id":195,"title":196,"feedback_context":1214},{"request_context":1207,"type":1208,"id":195,"faq_id":195,"timestamp":1209,"cir_id":1210},"\u003Cp>The Streamlined Client Service Program offers a new level of service for advisors\u002Fbrokers who want to handle tasks for their clients, with a simplified process for approving funding requests and signing agreements.  The full list of available tasks:…\u003C\u002Fp>",[1217,1229,1236,1243],{"id":1218,"title":1219,"feedback_context":1220,"short_description":1223,"source":1224},"565153770","How do I enable the Streamlined Client Service Program?",{"request_context":1207,"type":1221,"id":1218,"faq_id":1218,"timestamp":1222,"cir_id":1210},"FAQ_SIMILAR",1794514087645,"\u003Cp>The Streamlined Client Service Program is the default for all eligible Registered Advisors. For those eligible brokers that would like to test this program, please contact your sales representative. For advisors to participate in the Streamlined Client Service Program login to Portal and select Account Settings > Configuration Column > Advisor Authorizations then complete the request…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1227,"sourceType":1228},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=565153770","FAQ",{"id":1230,"title":1231,"feedback_context":1232,"short_description":1233,"source":1234},"565153805","How does a Client consent to the actions taken by the Advisor\u002Fbroker through the Streamlined Client Service Program?",{"request_context":1207,"type":1221,"id":1230,"faq_id":1230,"timestamp":1222,"cir_id":1210},"\u003Cp>When an advisor\u002Fbroker takes an action on the behalf of their client, the client will receive a text message and an email asking them to confirm the advisor’s\u002Fbrokers’ actions.\u003C\u002Fp>\u003Cp>\u003Cstrong>Additional Information\u003C\u002Fstrong>…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1235,"sourceType":1228},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=565153805",{"id":1237,"title":1238,"feedback_context":1239,"short_description":1240,"source":1241},"565153832","Can an advisor\u002Fbroker change the service level provided through the Streamlined Client Service Program?",{"request_context":1207,"type":1221,"id":1237,"faq_id":1237,"timestamp":1222,"cir_id":1210},"\u003Cp>Yes, an advisor\u002Fbroker can change the service level provided through the Streamlined Client Service Program within Client Portal.\u003C\u002Fp>\u003Cp>\u003Cstrong>Please Note\u003C\u002Fstrong>…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1242,"sourceType":1228},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=565153832",{"id":1244,"title":1245,"feedback_context":1246,"short_description":1247,"source":1248},"565153788","How are client's emails handled in the Streamlined Client Service Program?",{"request_context":1207,"type":1221,"id":1244,"faq_id":1244,"timestamp":1222,"cir_id":1210},"\u003Cp>For clients who are part of the Streamlined Client Service Program that have emails that require action, the emails will be sent to the advisor\u002Fbroker to handle instead.\u003C\u002Fp>\u003Cp>\u003Cstrong>Additional Information\u003C\u002Fstrong>…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1249,"sourceType":1228},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=565153788",{"request_context":1207,"type":1251,"id":1201,"faq_id":1201,"timestamp":1252,"cir_id":1210},"FAQ_CONTENT",1794514087623]