Manage Households

Instructions

Households are groups with members who share the same residential address. They allow you to specify a head of household who has special permission to run a statement, along with other limited functions.

Note: If you choose to specify a group as a household, you will only be able to add members who share the same address.

IBKR offers a related service called "householding" that allows a household’s primary user to see the reporting and account information of a household's other accounts.

Note: Accounts linked within a household remain separate, segregated client accounts. The head of household only has limited access to the other accounts, including read-only reporting and some other information. Each member of the household retains control over, and responsibility for, their account.

Types of Account Eligible for Householding

The following types of accounts are eligible for householding:

  • Individual and Joint Accounts

  • Trust Accounts

  • UGMA/UTMA (Custodial Accounts)

  • Traditional, Roth, Rollover, Inherited, SEP IRA Accounts

 

Additional Resources

Learn About Broker Portal at IBKR Campus

Visit the IBKR Broker Portal Website

Log in to Groups & Households