What Advisors and Brokers are eligible to participate in the Streamlined Client Service Program?

The Streamlined Client Service Program is eligible for Registered Advisor accounts and IBLLC Fully Disclosed Brokers registered with FINRA and/or Introducing Brokers (or FAs) from eligible IB LLC countries.

If the advisor or broker qualifies for the Streamlined Client Service Program then all client accounts will be part of the program. Eligible advisors are enrolled during the application.

Additional Information

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What Client Portal actions can the advisor/broker take on client's behalf?
How do I enable the Streamlined Client Service Program?
How does a Client consent to the actions taken by the Advisor/broker through the Streamlined Client Service Program?
How are client's emails handled in the Streamlined Client Service Program?