Who will manage my SIMPLE IRA account?

Escrow accounts will be visible in Client Portal in the same way as all other accounts owned by the clients. You will have read only access to the new escrow account and obtain statements & reports.

Additional Information…

To open a SIMPLE IRA account with IBKR you will need to use the email invitation that your employer sent to you. By using the link in the email invitation your SIMPLE IRA will automatically be associated with the Employer selected Advisor.  Employees are not obligated to participate or may choose to participate without making their own contributions.  All deposits to the accounts are managed by the Employer, except for transfers from existing SIMPLE accounts held at other firms…

By default, an Advisor client account can only view their account and position information. They do not have trading access, cannot subscribe to market data, cannot set alerts, etc. All of the trading decisions are managed by the client's Advisor. If a client wants to have trading access, they must request access from their Advisor. …

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/broker to handle instead.

Additional Information…