Add a Sub-Advisor Account
Instructions
To add a Sub-Advisor to the Master Advisor/Broker > Sub-Advisor > Sub-Advisor Client hierarchy, you must invite the Sub-Advisor to submit Fully Electronic Application.
-
Click Menu in the top left corner > Home > Add Account > Fully Electronic Application.
Note: Financial and trading criteria can be applied separately to the Master Advisor/Broker and Sub-Advisor accounts.
-
The new Sub-Advisor will fill out the application. Upon approval of their account, the Sub-Advisor can log into Portal under their own username and password, and add their own Sub-Advisor Client accounts. Master Advisor/Broker's cannot add client accounts to Sub-Advisor accounts.
Additional Resources
Learn About Broker Portal Client Applications at IBKR Campus