Manage Account Linking
Instructions
You may link your Broker account to an Administrator by taking the steps outlined below.
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Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Configuration > Manage Account Linking.
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Input the Account ID and Account Title that you are linking to and press Continue
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Sign the required agreements and press Continue to save
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The Administrator will now have to log in and accept the linkage request
Cancel Link Request
You may cancel any link request that is still pending.
To do so, please take the steps outlined below.
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Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Configuration > Manage Account Linking.
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Click Cancel Request. Your request is canceled immediately.
Important Notes about Linking and Delinking
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An Administrator account is a single account linked to Broker accounts for the purpose of providing reporting and other administrative functions to one or more client, fund or sub accounts. Administrators have no access to funding, cannot trade and have no access to IBKR trading platforms.
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Accounts are accepted from citizens or residents of all countries except citizens or residents of those countries or regions that are on the sanction list of the US Office of Foreign Asset Controls or similar lists, or other countries determined to be higher risk. Click here for a list of available countries
Additional Resources
Learn About the Broker Portal Interface at IBKR Campus