Professional Advisor Qualifications

Instructions

The Professional Advisor Qualifications page lets you modify or upgrade your advisor registration information. In order to be a Professional Advisor, you must qualify to trade Securities or Commodities Products. You do not need to qualify for both.

To modify your registration information:

1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Profile > Professional Advisor Qualifications

   

2. Select a Family Advisor, Non-Professional or Professional and list a website address optionally. Then, click Continue.
3. If you are a Professional Advisor, select your product qualification, then click Continue.

   

4. Review your qualification details and make changes as needed, then click Continue.

   

5. Review your Advisor Qualification details, then click Continue.

   

6. The Completion screen appears. Click Ok to return.

 

Additional Resources

• Learn About the Advisor Portal Interface at IBKR Campus

• Visit the IBKR Advisor Portal Website

• Visit the Professional Advisor Registration Requirements Page

• Log in to Professional Advisor Qualification