Client Account Template
Instructions
Many Brokers collect information from prospective clients on their own websites, then send an invitation to complete an electronic application. You can create a Client Account Template and add the template application link to your own website with a custom ID that lets you match the information in the application to the information you've already collected on your website.
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Click the User menu (head and shoulders icon in the top right corner) > Settings > Client Settings > Client Account Templates.
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Do one of the following:
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Click the Add + icon.
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Click the Edit icon (pencil) next to an existing account.
The Client Account Templates page opens
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Enter the Template Name.
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Enter Account Details then click Continue.
Additional Resources
Learn About Client Account Templates at IBKR Campus
Learn About the Broker Portal Interface at IBKR Campus