Open Additional Account through an Application

Instructions

Advisors have the ability to open an additional account for their clients through a pending application. To do so, please take the steps outlined below.

  1. Click Menu in the top left corner > Home > Pending Applications tab.

  2. Under the Action column select Open

  3. Select Modify Application at the bottom of the page.

    Image of the modify application button in portal.

  4. You will be prompted with the Application Status Page in which you will select Open an Additional Account.

    Image of the application status page

  5. Select the account type desired for the new, linked application. Advisorswill then be prompted to complete the missing portions of the new application.

    Advisors can start one or more account applications for a client and submit the applications to the client in one DocuSign package for the client to sign electronically. Click here for more information.

 

Additional Resources

Learn About Advisor Portal Client Applications at IBKR Campus

Visit the IBKR Advisor Portal Website