Create Additional Account
Instructions
US based
As an example,
The following account types are eligible for this process:
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IRA
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Joint
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Individual
Accounts will be created with the following characteristics:
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Clients will be able to access all linked accounts in Portal using a single user name.
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Advisors can create multiple linked accounts for their clients.
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Once linked accounts have been created, clients can perform any action, such as modify trading permissions or transfer funds for a specific linked account.
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Linked accounts must be separately funded. Internal fund transfers between different account types are not allowed.
To Create an Additional Account:
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Complete an application for a new client or select an existing client.
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Click Menu in the top left corner > Contacts & Accounts. Search for the newly created account or existing client and click on the client's name.
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Under the Client Configuration page on the right side, select Create Additional Account
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You will be presented with the window below.
You can have your clients with open IB Accounts use Docusign to create additional accounts. For more information on this feature, click here.