When creating an account for a client, an advisor will be tasked with creating a username for their client. Once the client application has been approved, the client will be sent the username and password separately by mail.
When creating an account for a client, an advisor will be tasked with creating a username for their client.
Once the client application has been approved, eligible client accounts currently based in the U.S. can use the link ibkr.com/activate to reset their password. They will not be sent password login information by mail.
Eligible client account types are the following:
- Individual accounts
- Joint accounts
- IRA accounts
Once the client application has been approved, the following account types will be sent username and password separately by mail:
- Non-U.S.
- Trust Accounts
- Organizational structures
Please Note
- The client may reset the password upon login to Client Portal.