What is a Family Advisor or Non-Professional Advisor account?

IBKR's Family Advisor and Non-Professional Advisor solutions let you manage, trade and report on multiple accounts from a single master account. The Family Advisor and Non-Professional Advisor accounts allows you to manage 15 or fewer accounts of varying types under a single login including Individual, Joint, Trust, IRA, UGMA/UTMA, Corporation, Partnership, Limited Liability Company, and Unincorporated Legal Structures. The specific limits vary by jurisdiction and the types of accounts in the structure.

For more information, please review the webpage for IBKR's Family Advisor and Non-Professional Advisor account structure.

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What account types are offered to applicants?
How can I set up and manage a family member's account using a non-professional family account?
Can I convert my account to a Family Advisor or Non-Professional Advisor account?
What is the limit for the number of accounts which can be housed under the Family Advisor or Non-Professional Advisor structure?