In order for an advisor to close a client account, their client must fill out a Delink from Advisor form. Once completed, either the client or advisor can return the form to the email address provided on the form. If you wish to close a client account and need the form, please contact Client Services via Message Center. Select Account Services as the category followed by Account Configuration/Permissions, then type "Delink Financial Advisor" as the subject and ask for the "Authorization to de-link account from financial advisor" form.
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.
Additional Information
- How can I remove my Advisor from the account?
- How to create a ticket available in our User Guides