How do I stop IBKR from sending duplicate statements to my former employer?

Q: How do I stop IBKR from sending duplicate statements to my former employer?

UPDATE PROFILE AND REGULATORY INFORMATION To stop IBKR from sending duplicate statements to your former employer or requiring pre-trade clearance: Log in to Client Portal . Select the User menu (head and shoulders icon in the top right corner) followed by Settings . Under Account Settings find the Account Profile section. Click the Profile you would like to edit and edit your profile to reflect your new employer. Next under Account Profile section, click Regulatory information and make sure your information is up to date. In addition, we encourage you to ask the compliance officer at your former firm to send an email to the proper legal entity of Interactive Brokers notifying us that duplicate statements are no longer needed for your account or ask your compliance officer to remove you from EmployeeTrack.

Question

Accepted Answer

UPDATE PROFILE AND REGULATORY INFORMATION

To stop IBKR from sending duplicate statements to your former employer or requiring pre-trade clearance:

Log in to Client Portal.
Select the User menu (head and shoulders icon in the top right corner) followed by Settings.
Under Account Settings find the Account Profile section.

Click the Profile you would like to edit and edit your profile to reflect your new employer.
Next under Account Profile section, click Regulatory information and make sure your information is up to date.

In addition, we encourage you to ask the compliance officer at your former firm to send an email to the proper legal entity of Interactive Brokers notifying us that duplicate statements are no longer needed for your account or ask your compliance officer to remove you from EmployeeTrack.