Abandon Applications

Instructions

Advisors and Brokers can submit a request to abandon (delete) a pending application.

  1. If an application is abandoned, the application will no longer appear on the 'Contacts' page. View abandoned applications by selecting Filter > Status > Abandoned.

    • Only applicable pending applications

  2. Under the Configuration section on the right hand side of the client contact page, select the Image of the gear icon in portal. icon next to Abandon Application.

  3. Confirm your option by selecting Yes.

    Image of the abandon applications panel in portal.

  4. Requests are processed immediately.

 

Additional Resources

Learn About Contacts in Broker Portal at IBKR Campus

Visit the IBKR Broker Portal Website