Add a Trading Partition

Instructions

The Add a Trading Partition page lets you create sub accounts for authorized traders to access Trader Workstation and manage market data subscriptions in Portal.

To Add a Trading Account

  1. From the home Dashboard select the Add a Trading Partition button.

    Image of the add a trading partition button in portal.

  2. Enter the required information and click Continue.

    Image of the add authorized trader panel in portal.

  3. Create a username and password for the trader, then Continue.

    Image of the add authorized trader user information panel in portal.

  4. You will be asked to review a Proof of Authority disclosure. Read the form carefully, then sign the form by typing your name in the field provided.
  5. Click Continue.

 

Additional Resources

Learn About the Advisor Portal Interface at IBKR Campus

Visit the IBKR Advisor Portal Website