Reset Application

Instructions

Advisors and Brokers can submit a request to reset an application that was previously abandoned.

  1. If an application is abandoned, it will no longer appear on the Contacts page. To view an abandoned application select Filter > Status > Abandoned.

  2. Select the i information icon on the contact you want to view.

  3. Select Reset Application and confirm your choice by selecting Yes.

    Image of the reset application panel in portal.

  4. Requests are processed immediately.

    Note: Applications can only be reset if the application is less than six months old.

 

Additional Resources

Learn About Contacts in Advisor Portal at IBKR Campus

Visit the IBKR Advisor Portal Website