What parameters can I enter when searching for a client or prospect account?

CREATE A SECOND USER

Joint account holders may request a second username for the second holder of the account in one of two ways:…

Clients may search the IBKR contract database through the Contract Search tool, available on our website by selecting the Support menu followed by your account type (Individual or Institution). Here you can do a Simple search by entering the product name or symbol, an Advanced search which allows you add filters to the search, or a search by specific product type…

You will receive this message if the system recognizes an existing account in your name under the same email address.

In this case, you will want to open a new account linked to your existing account under the same username and password…

It is not possible to change the username, account number or account type of a new advisor client application.

The advisor can set Account Aliases that will replace the account number in the Advisor Portal for ease of use. Information on how to create account aliases…