Only Advisors with the appropriate Full Service authorization can request permission upgrades for their clients. However, clients must log into their own account in Client Portal to sign all associated agreements.
To request client trading permissions:
- From the Home page, click the Contacts
- Select the client by clicking the “i” info icon next to a contact
- From the Information tab, scroll to the Trading Experience & Permissions and click the Configure (gear) icon.
For clients who have not granted the additional authorizations, you can generate a Trading Configuration form from the Paper Forms section that can be completed, physically signed and returned to IBKR for processing. Alternatively, clients can make requests themselves by logging into their Client Portal.
To generate a Trading Configuration form:
- Click the Help (?) menu next to the head and shoulders icon in the upper right hand corner of the screen and select Support Center
- Select Paper Forms and click on Trading Permissions