What is an Account Representative?

SEND TICKET TO CLIENT SERVICES Please contact Client Services to request a change of ownership on a Tenancy in Common account…

SET UP USER ROLES

A user role contains a set of access rights. You can quickly assign access rights to new users by selecting an existing user role when you add a new user to your account. For example, you could create a user role that has access only to funding and reporting functions, then add a user to your account and assign the funding/reporting role to that new user…

UPDATE OWNERSHIP PERCENTAGE To update your ownership percentage:…

No, all users/accounts owned by a client will need to be either IBKR Lite or IBKR Pro…