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If you wish to open a Family Advisor or Non-Professional Advisor account, you will want to \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Findex.php?f=46391\">start an application\u003C\u002Fa> from the Interactive Brokers website.\u003C\u002Fp>\u003Cp>Once the \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Findex.php?f=46391\">Family Advisor or Non-Professional Advisor\u003C\u002Fa> account is open then you can link your current account.\u003C\u002Fp>\u003Chr\u002F>\n\n\u003Ch2>Additional Information\u003C\u002Fh2>\n\u003Cul>\u003Cli>For IBUK\u002FIBIE:  \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F152251755\">How do I link my individual account to a Family Account?\u003C\u002Fa>\u003C\u002Fli>\u003Cli>For all other clients:  \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F27271498\">How do I link my individual account to a Financial Advisor?\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>",[1204,1210],{"id":331,"title":332,"feedback_context":1205},{"request_context":1206,"type":1207,"id":331,"faq_id":331,"timestamp":1208,"cir_id":1209},"faq-browser-public,faq-browser-1:Jibotsrv3-1463e7ae-c22f-44e1-b0c2-71fd300d2436","FAQ_NAVIGATION",1794541205639,"cddf4013-3d97-44a7-b518-c24b6317e098",{"id":335,"title":336,"feedback_context":1211},{"request_context":1206,"type":1207,"id":335,"faq_id":335,"timestamp":1208,"cir_id":1209},"\u003Cp>It is not possible to convert an individual account into a Family Advisor or Non-Professional Advisor account. If you wish to open a Family Advisor or Non-Professional Advisor account, you will want to \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Findex.php?f=46391\">start an application\u003C\u002Fa>…\u003C\u002Fp>",[1214,1227,1235,1243],{"id":1215,"title":1216,"feedback_context":1217,"short_description":1220,"source":1221,"slug":1226},"730707383","How can I set up and manage a family member's account using a non-professional family account?",{"request_context":1206,"type":1218,"id":1215,"faq_id":1215,"timestamp":1219,"cir_id":1209},"FAQ_SIMILAR",1794541205664,"\u003Cp>To set up and manage a family member's account using a non-professional family account, you will need to create an Advisor master account and link the family member's account. Here is a step-by-step guide to help you through the process:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Create a…\u003C\u002Fli>\u003C\u002Fol>",{"id":1222,"title":1223,"link":1224,"sourceType":1225},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=730707383","FAQ","set-up-manage-family-members-730707383",{"id":1228,"title":1229,"feedback_context":1230,"short_description":1231,"source":1232,"slug":1234},"1117400110","Can I upgrade my individual account to an advisor account?",{"request_context":1206,"type":1218,"id":1228,"faq_id":1228,"timestamp":1219,"cir_id":1209},"\u003Cp>Clients often request that their individual accounts be converted to advisor accounts so they can take advantage of the advisor account structure.\u003C\u002Fp>\u003Cp>Unfortunately, we cannot upgrade an Individual account to an Advisor Account. 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