Add an STL Account
Instructions
To add an STL Account, first you will need to send an application to the institutional account (Fund Manager or Organization account). Follow the steps outlined below.
- From Menu in the top left corner > Select Home and do one of the following:
- Send an invitation to initiate a Fully Electronic Application for the institutional account.
Send an invitation to initiate a Semi Electronic Application for the institutional account.
- Once the application has been completed and approved, your new client can add the STL account by:
Logging into the Institutional account using their own username and password;
Navigating to the Menu in the top left corner > Home > Add a Trading Partition > and entering the required information.
Additional Resources
Learn About Broker Portal Client Applications at IBKR Campus