Can I manage my friend's accounts through my IBKR Canada Family master account?

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:

1. Create a…

An ISA Family Account is an account structure that allows you to manage multiple ISA accounts from the same login.  This is designed for individuals who want to manage their own ISA and the ISAs of their family members…

Yes, you can refer a family member to the Refer a Friend promotion provided the referred family member’s account does not share the same physical address as yours.

Additional Information…

It is possible to increase the number of family member sub-accounts managed in an IBKR Canada Family Advisor account, but it requires Compliance approval. You will need to submit your request via webticket in Client Portal…

Family Advisor accounts in Canada can have accounts for up to 5 family members under the advisor umbrella. However, the number of accounts which can be under the Family Advisor structure can be greater than 5 provided that the additional accounts to the same 5 individuals…