What are the requirements for a Financial Advisor to have IBKR Lite?

To be eligible for IBKR Lite advisors must have:

  • Less than 15% of client accounts outside the US
  • Less than 15% of client equity outside the US
  • Less than 15% of client accounts as organization accounts
  • No client accounts from Israel
  • No partitioned client accounts
  • No Separate Trading Limits (Proprietary Trading) accounts
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Who is eligible for fractional share permissions?
What is the limit for the number of accounts which can be housed under the Family Advisor or Non-Professional Advisor structure?
Can I have one account as IBKR Lite and one account as IBKR Pro?
Can introducing brokers have both US and non-US clients under IBKR Lite?