Client De-Link Notification Configuration

Instructions

Select whether you want to be notified and/or you want to give consent when a client requests to de-link his/her account from your account.

To do so, please take the steps outlined below.

1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Client Settings > Client De-Link Notification Configuration.

2. Select one of the options populating below and click Save.

   

 

Additional Resources

Learn About the Advisor Portal Interface at IBKR Campus

Visit the IBKR Advisor Portal Website