Groups & Households

Instructions

You can combine your contacts into groups according to any criteria you choose. You will then be able to open a group of prospects and accounts instead of selecting them one at a time.

In addition, for accounts that meet the criteria, you can create Households and designate one member as Head of Household. That member can log in to view all reporting and account details for all accounts in the Household. Once you create a Household, a paper form will be generated that the client must sign and return. Paper forms are generated each time a Household is created or modified.

1. Click Menu in the top left corner > Administration & Tools > Groups & Households

   • View Current Members in a Group
   • Add, Edit or Delete a Group
   • Create a Household Group
   • View Current Members in a Household
   • Add, Edit or Delete a Household
   • Link Existing Client Accounts

 

Additional Resources

Learn About Broker Portal at IBKR Campus

Visit the IBKR Broker Portal Website

Log in to Groups & Households