Allow Client to Delink
Instructions
Fully Disclosed IBrokers can activate the Allow Delink Requests option for their clients, after which client requests will process automatically.
Master IBrokers also have access to Allow Delink Requests. Secondary Users, however, must have access granted.
To grant access to clients and/or Secondary Users, please follow the steps outlined below.
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Navigate to Menu > Contacts & Accounts
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Select the Account tab and select the desired account number to open the client details page.
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Select the configure wheel icon to the right of Allow Client to Delink.
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IBrokers will have the option to enable either a single account or, if applicable, for all linked accounts.
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Activated clients receive a notification informing them of the activation and providing instructions on how to proceed.
Note: This eliminates the need for paper forms, client verifications and separate consent from IBroker masters.