View current members in Households

Instructions

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

    Image of the group & households groups panel in portal.

    The Households page opens. This page lists all of your current households, along with the members in each household.

  2. Click the household name to see a list of its members.Image of a list of household members panel in portal.

  3. You can view each member of your household individually by clicking the i information icon on the left.

  4. To delete a member of the household, click the x icon next to that member.

  5. On the right side of your screen under Household, there are two forms:

    • Establish Head of Household Form - This form allows the primary user of the household, called the Head of Household, to view reporting and account information of the other accounts of the household.

    • Change Head of Household Form - Use this form to change the Head of Household.

    Click on either form to complete and follow the directions on each form for submission.

    Image of the groups & household forms to fill in portal.

 

Additional Resources

Learn About Broker Portal at IBKR Campus

Visit the IBKR Broker Portal Website

Log in to Groups & Households