Contact Configuration

Instructions

1. Click Client Administration in the top left corner and select Contacts and Accounts

2. Click the contact's name to open the Contact Information page.

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

   • 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