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Individuals, Advisor and Broker clients can request that their accounts be grouped into a household to reduce the amount of paper mail they receive and to view consolidated reporting and account details in Client Portal.  The primary user of the household, called the Head of Household, is allowed to view reporting and account information of the other accounts in the household.\u003C\u002Fp>\u003Cp>Advisors and Brokers can create households, add accounts to households, and perform other tasks related to households in Portal.  Clients must then sign and return the Householding form in order for the household that has been created to become active.\u003C\u002Fp>\u003Cp>\u003Cstrong>Additional Information\u003C\u002Fstrong> \u003C\u002Fp>\u003Cul>\u003Cli>To find out more about how to create a household group, see the \u003Ca href=\"https:\u002F\u002Fguides.interactivebrokers.com\u002Fap\u002Fadvisorportal.htm#householdgroup.htm\">Advisor Portal Users’ Guide\u003C\u002Fa>.\u003C\u002Fli>\u003C\u002Ful>",[1205,1211,1213],{"id":12,"title":13,"feedback_context":1206},{"request_context":1207,"type":1208,"id":12,"faq_id":12,"timestamp":1209,"cir_id":1210},"faq-browser-public,faq-browser-1:Jibotsrv3-95651bcb-9994-4afc-bfe5-df472df725d4","FAQ_NAVIGATION",1794542758533,"ce6d51dc-44bd-4332-afa3-fc09fff45470",{"id":172,"title":173,"feedback_context":1212},{"request_context":1207,"type":1208,"id":172,"faq_id":172,"timestamp":1209,"cir_id":1210},{"id":176,"title":177,"feedback_context":1214},{"request_context":1207,"type":1208,"id":176,"faq_id":176,"timestamp":1209,"cir_id":1210},"\u003Cp>Advisors and Brokers with multiple accounts for a single-family or an individual can group those accounts into a \u003Cstrong>household\u003C\u002Fstrong> to more efficiently manage those accounts. Individuals, Advisor and Broker clients can request that their accounts be grouped into a household to reduce the amount of paper mail they receive and to view consolidated reporting and account details in…\u003C\u002Fp>",[1217,1230,1238,1246],{"id":1218,"title":1219,"feedback_context":1220,"short_description":1223,"source":1224,"slug":1229},"1117401500","How do I convert my advisor client account to an individual account?",{"request_context":1207,"type":1221,"id":1218,"faq_id":1218,"timestamp":1222,"cir_id":1210},"FAQ_SIMILAR",1794542758560,"\u003Cp>Due to varying reasons, some clients of advisors no longer want their account to be managed by a Financial Advisor, but they wish to maintain an individual account here.\u003C\u002Fp>\u003Cp>To transfer an FA Managed account to an Individual account, you must create a new Individual account where all aspects of the new account match those of the existing account (titles, tax ID's, trading permissions).  Once the new account is approved, log into the old account…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1227,"sourceType":1228},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=1117401500","FAQ","convert-advisor-client-account-individual-1117401500",{"id":1231,"title":1232,"feedback_context":1233,"short_description":1234,"source":1235,"slug":1237},"1136178459","Can an advisor client account trade for himself\u002Fherself?",{"request_context":1207,"type":1221,"id":1231,"faq_id":1231,"timestamp":1222,"cir_id":1210},"\u003Cp>\u003Cstrong>Overview:\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>By default, client accounts do not have Trading Access and cannot sign into TWS. 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