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href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fsoftware\u002Fadvisorportal\u002FDefault.htm#addcontact.htm%3FTocPath%3DContacts%7C_____1\">information on how to add and import contacts\u003C\u002Fa> can be found in our Users' Guide.\u003C\u002Fp>",[1201,1207,1209],{"id":12,"title":13,"feedback_context":1202},{"request_context":1203,"type":1204,"id":12,"faq_id":12,"timestamp":1205,"cir_id":1206},"faq-browser-public,faq-browser-1:Jibotsrv4-a8b37212-4ada-4ec4-8f02-12c6ba7bb0e1","FAQ_NAVIGATION",1794527681054,"3f6debd3-8c25-4dae-af46-7919a23e0b20",{"id":170,"title":171,"feedback_context":1208},{"request_context":1203,"type":1204,"id":170,"faq_id":170,"timestamp":1205,"cir_id":1206},{"id":186,"title":187,"feedback_context":1210},{"request_context":1203,"type":1204,"id":186,"faq_id":186,"timestamp":1205,"cir_id":1206},"\u003Cp>Yes, prospects of an advisor account are shared amongst different users.\u003C\u002Fp>\u003Cp>More \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fsoftware\u002Fadvisorportal\u002FDefault.htm#addcontact.htm%3FTocPath%3DContacts%7C_____1\">information on how to add and import contacts\u003C\u002Fa> can be found in our Users' Guide…\u003C\u002Fp>","viIfzNViR38",[1214,1227,1235,1243],{"id":1215,"title":1216,"feedback_context":1217,"short_description":1220,"source":1221,"slug":1226},"102536436","Can I set up an ACH withdrawal for my client?",{"request_context":1203,"type":1218,"id":1215,"faq_id":1215,"timestamp":1219,"cir_id":1206},"FAQ_SIMILAR",1794527681073,"\u003Cp>The advisor client must first connect their bank account. Once connected, the advisor can use the instructions on file to request a withdrawal on the client’s behalf.\u003C\u002Fp>\u003Cp>More on \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fsoftware\u002Fadvisorportal\u002FDefault.htm#achcanada.htm%3FTocPath%3DTransfer%2520%2526%2520Pay%7CTransfer%2520Funds%7C_____5\">information on ACH transfers\u003C\u002Fa>…\u003C\u002Fp>",{"id":1222,"title":1223,"link":1224,"sourceType":1225},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=102536436","FAQ","set-up-ach-withdrawal-client-102536436",{"id":1228,"title":1229,"feedback_context":1230,"short_description":1231,"source":1232,"slug":1234},"102536471","Can an advisor create a deposit notification for a client?",{"request_context":1203,"type":1218,"id":1228,"faq_id":1228,"timestamp":1219,"cir_id":1206},"\u003Cp>Both the client and the advisor can create deposit notifications for a client account. \u003C\u002Fp>\u003Cp>More \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fsoftware\u002Fadvisorportal\u002FDefault.htm#enterdeposits.htm%3FTocPath%3DTransfer%2520%2526%2520Pay%7CTransfer%2520Funds%7CDeposit%2520Funds%7C_____1\">information on how to create a deposit notification\u003C\u002Fa>…\u003C\u002Fp>",{"id":1222,"title":1223,"link":1233,"sourceType":1225},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=102536471","advisor-create-deposit-notification-client-102536471",{"id":1236,"title":1237,"feedback_context":1238,"short_description":1239,"source":1240,"slug":1242},"214535333","Can I export my clients' information to Excel?",{"request_context":1203,"type":1218,"id":1236,"faq_id":1236,"timestamp":1219,"cir_id":1206},"\u003Cp>Yes, you can export your clients' information to Excel. From the \u003Cstrong>Contacts\u003C\u002Fstrong> tab, click the \u003Cstrong>Download\u003C\u002Fstrong> icon and select “\u003Cstrong>Contact Summary to CSV\u003C\u002Fstrong>”.\u003C\u002Fp>\u003Cp>\u003Cstrong>Additional Information\u003C\u002Fstrong>…\u003C\u002Fp>",{"id":1222,"title":1223,"link":1241,"sourceType":1225},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=214535333","export-clients-information-excel-214535333",{"id":1244,"title":1245,"feedback_context":1246,"short_description":1247,"source":1248,"slug":1250},"102536093","Will other users of an advisor account see my Notes and Calendar events?",{"request_context":1203,"type":1218,"id":1244,"faq_id":1244,"timestamp":1219,"cir_id":1206},"\u003Cp>No, each username only has access to the information stored on their own Notes and Calendar.\u003C\u002Fp>\u003Cp>More \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fsoftware\u002Fadvisorportal\u002FDefault.htm#addcontact.htm%3FTocPath%3DContacts%7C_____1\">information on how to add and import contacts\u003C\u002Fa>…\u003C\u002Fp>",{"id":1222,"title":1223,"link":1249,"sourceType":1225},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=102536093","will-other-users-advisor-account-102536093",{"request_context":1203,"type":1252,"id":1197,"faq_id":1197,"timestamp":1205,"cir_id":1206},"FAQ_CONTENT","prospects-advisor-account-shared-amongst-102536099"]