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you will need to: (1) delink and\u002For close all subaccounts, and (2) ensure the Financial Advisor master account has a zero balance.\u003C\u002Fp>\u003Cp>Use the button above or follow the below procedure to close your account:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Log into \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCT_MGMT_MAIN\">Client Portal\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Click the \u003Cstrong>User menu\u003C\u002Fstrong> (head and shoulders icon in the top right corner) followed by \u003Cstrong>Settings\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>Under \u003Cstrong>Account Settings\u003C\u002Fstrong> find the \u003Cstrong>Account Configuration\u003C\u002Fstrong> section \u003C\u002Fli>\u003C\u002Fol>\n\n\u003Col start=\"4\">\u003Cli>Click \u003Cstrong>Close Account\u003C\u002Fstrong> to launch the account closure page\u003C\u002Fli>\u003Cli>Open the page to see all of the steps you need to take prior to closing your account.\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cstrong>Please Note\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>We will automatically convert non-Base currency balances when you submit a close account request and the balances are below USD 1,000 equivalent. If you hold non-Base currency balances exceeding USD 1,000 equivalent in your account, please refer to \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F28225645\">how do I close a currency balance in TWS\u003C\u002Fa> for instructions on how to convert funds back to your base currency.\u003C\u002Fli>\u003Cli>For USD-based accounts, we will initiate an ACH transfer based on an ACH bank instruction you have on file. If you have more than one ACH bank instruction on file, you will have the opportunity to select one. If you do not have any ACH bank instructions, we will issue a check to your U.S. mailing address on file.\u003C\u002Fli>\u003Cli>For all non-USD based accounts, we will issue a wire based on the banking instruction on file. \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F32651482\">Create new bank information\u003C\u002Fa>, then return to the close account screen to close your account. We will issue a withdrawal based on your saved bank information.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\n\u003C\u002Fp>\u003Chr\u002F>\u003Cp>\u003Cstrong>Additional Information\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F40337923\">How can an Advisor close a sub-account?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F214538395\">How do I close a client account?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F41563239\">How can I remove my Advisor from the account?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Fclientportal\u002Fclosingyouraccount.htm?Highlight=close%20your%20account\">Client Portal Users' Guide - Close Your Account\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F51679743\">How long does it take to close an account?\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>",[1206,1212],{"id":12,"title":13,"feedback_context":1207},{"request_context":1208,"type":1209,"id":12,"faq_id":12,"timestamp":1210,"cir_id":1211},"faq-browser-public,faq-browser-1:JFaqHTTP6-a9e39954-c78a-4635-9d85-1797e7ec5550","FAQ_NAVIGATION",1794537718998,"668eef60-b553-4404-807f-9493479dd37c",{"id":80,"title":81,"feedback_context":1213},{"request_context":1208,"type":1209,"id":80,"faq_id":80,"timestamp":1210,"cir_id":1211},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=CLOSE_ACCOUNT\">CLOSE YOUR FINANCIAL ADVISOR ACCOUNT\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>To close your Financial Advisor account, you will need to: (1) delink and\u002For close all subaccounts, and (2) ensure the Financial Advisor master account has a zero balance…\u003C\u002Fp>",[1216,1229,1237,1245,1253],{"id":1217,"title":1218,"feedback_context":1219,"short_description":1222,"source":1223,"slug":1228},"27271498","How do I link my individual account to a Financial Advisor?",{"request_context":1208,"type":1220,"id":1217,"faq_id":1217,"timestamp":1221,"cir_id":1211},"FAQ_SIMILAR",1794537719028,"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=LINK_ACCOUNT\">LINK ACCOUNT TO ADVISOR\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Use the button above or follow the below procedure to link your account to a Financial Advisor in Client Portal:…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1226,"sourceType":1227},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=27271498","FAQ","link-individual-account-financial-advisor-27271498",{"id":1230,"title":1231,"feedback_context":1232,"short_description":1233,"source":1234,"slug":1236},"50653375","How do I agree to the account duplication request?",{"request_context":1208,"type":1220,"id":1230,"faq_id":1230,"timestamp":1221,"cir_id":1211},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=DOC\">ACCESS PENDING ITEMS\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>If you have received a notification indicating that your advisor or broker has requested a duplicate account in your name, you will be required to approve the request by using the button above or following the below procedure:…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1235,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=50653375","agree-account-duplication-request-50653375",{"id":1238,"title":1239,"feedback_context":1240,"short_description":1241,"source":1242,"slug":1244},"52472531","How do I close my TFSA account?",{"request_context":1208,"type":1220,"id":1238,"faq_id":1238,"timestamp":1221,"cir_id":1211},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=CLOSE_ACCOUNT\">CLOSE TFSA ACCOUNT\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>The first step to close a TFSA account is to transfer out all funds and positions…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1243,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=52472531","close-tfsa-account-52472531",{"id":1246,"title":1247,"feedback_context":1248,"short_description":1249,"source":1250,"slug":1252},"81630223","How do I enable Model Portfolios in TWS?",{"request_context":1208,"type":1220,"id":1246,"faq_id":1246,"timestamp":1221,"cir_id":1211},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=AccountSettings&config=modelPortfolios\">ENABLE MODEL PORTFOLIOS\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Model Portfolios can be enabled only on Financial Advisor and Money Manager master accounts via Advisor Portal. …\u003C\u002Fp>",{"id":1224,"title":1225,"link":1251,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=81630223","enable-model-portfolios-tws-81630223",{"id":1254,"title":1255,"feedback_context":1256,"short_description":1257,"source":1258,"slug":1260},"89964921","How do I find a financial advisor in the Investors' Marketplace?",{"request_context":1208,"type":1220,"id":1254,"faq_id":1254,"timestamp":1221,"cir_id":1211},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ADVISORS_MKT_PLACE_SEARCH\">FIND AN ADVISOR IN THE INVESTORS' MARKETPLACE\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>To find a financial advisor in the Investors' Marketplace go to the \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002FMarketplace\u002FInvestorsMarketplace\">IBKR website\u003C\u002Fa>…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1259,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=89964921","find-financial-advisor-investors-marketplace-89964921",{"request_context":1208,"type":1262,"id":1202,"faq_id":1202,"timestamp":1210,"cir_id":1211},"FAQ_CONTENT","close-financial-advisor-account-1332127094"]