Contact Configuration

Instructions

1. Click Menu in the top left corner > Contacts & Accounts

2. Open the Contact Information page by clicking the i Information icon to the left of a contact.

3. From the Contact Information page you can configure the following account settings:

4. • Account Alias - Define an alternate name for an account that is easier to remember than the Account ID.

   • Account Type - Upgrade a Cash account to a Margin account, or upgrade a Margin account to a Portfolio Margin account.

   • Excess Funds Sweep - Configure how you want IBKR to handle the transfer of excess funds between the Securities and Commodities segments of an account

   • Client Account Access Privileges - Enable trading for a specific sub account.

   • Close Account - Close an account on behalf of a client.

   • Abandon Applications - Abandon a pending application.

   • Reset Application - Reset an application that was previously abandoned.

   • Create Additional Account - Open an additional account or duplicate an account for a client.

 

Additional Resources

• Learn About Contacts in Advisor Portal at IBKR Campus

• Visit the IBKR Advisor Portal Website