Send an Application to a Prospective Client

Instructions

Use the Contacts Page to add prospective clients and send them application invites.

1. Add the prospective client as a contact by taking the steps outlined here.

2. Once the contact has been added, you can send the client a pre-populated application to start an account.

3. To send, Click Menu in the top left corner > Contacts.

4. Click the i info icon to the left of the prospective client.

5. Click the Send Application Invite paper icon in the top right corner of the page.

   

6. Select either Fully or Semi Electronic Application and proceed with the application.

   • Start a Fully-Electronic Application

   • Start a Semi-Electronic Application

 

Additional Resources

Learn About Contacts in Advisor Portal at IBKR Campus

Visit the IBKR Advisor Portal Website