How do I enable the Streamlined Client Service Program?

Q: How do I enable the Streamlined Client Service Program?

The Streamlined Client Service Program is the default for all eligible Registered Advisors. For those eligible brokers that would like to test this program, please contact your sales representative. For advisors to participate in the Streamlined Client Service Program login to Portal and select Account Settings > Configuration Column > Advisor Authorizations then complete the request. Once enabled by the Advisor/Broker, clients will need to confirm changes made by advisor/broker. Additional Information What is the Streamlined Client Service Program for Advisors and Brokers? What Advisors and Brokers are eligible to participate in the Streamlined Client Service Program?

Question

Accepted Answer

The Streamlined Client Service Program is eligible for Registered Advisor accounts and IBLLC Fully Disclosed Brokers registered with FINRA and/or Introducing Brokers (or FAs) from eligible IB LLC countries.

If the advisor or broker qualifies for the Streamlined Client Service Program then all client accounts will be part of the program. Eligible advisors are enrolled during the application…

Once enabled by the Advisor/Broker, clients will need to confirm changes made by advisor/broker.

Additional Information