What methods are available to complete my client's account application?

For existing accounts, to create additional accounts for a single individual, advisors can use the "Create Additional Account" function.  This is available for already opened accounts and accounts currently in the application phase…

Advisors and Brokers may add an FA account as a client. That Advisor’s clients will then become third tier clients. Advisors and Brokers can create multiple tier accounts by adding Registered Advisor, unregistered Family or Non-Professional Advisor, Proprietary Trading Group Separate Trading Limit (STL) and Multiple Hedge Fund master accounts to their broker account structure. …

ENABLE MODEL PORTFOLIOS

Model Portfolios can be enabled only on Financial Advisor and Money Manager master accounts via Advisor Portal. …

BasketTrader, BookTrader and Blotter are not available to IBKR Lite users. Portfolio Rebalance is only available in IBKR Lite to Financial Advisor and Introducing Broker master users (if the Introducing Broker uses allocations). …

IBKR FIX is only available for Lite Financial Advisor and Lite Broker master accounts.

Find more information on IBKR Pro and IBKR Lite on the IBKR website…