Start a Semi-Electronic Application

Instructions

To add an account using a semi-electronic application, complete the application electronically, print a paper copy or a PDF for the client to sign, then send the signed application to IBKR for processing.

  1. Click Menu in the top left corner > Home > select Add Account on the right side of the page > The Application Type page opens.Image of the applciation type panel in Portal.

  2. Click Semi Electronic Application and press Continue.

  3. A pop-up will appear on your screen. Click Proceed to Application.

    Image of semi electronic application window in portal.

  4. Enter the Client's Email Address, Username, and Country of residence. Click Create Account to proceed.

    Image of the semi electronic application invite

  5. Select the type of account you wish to open and click Start Application.

    This is a general list of accounts that IB Group offers. Certain account types may not be available to you due to local requirements. To see which account types are available to you, simply enter your location and the account type and we will confirm whether it is offered in your area.

    For account types you can open simultaneously - for instance an individual account and an IRA - you can include both applications in one package before sending to your Client for review and signature.

    Select an account type for semi electronic application in Portal.

    The first page of the electronic registration system appears.

  6. Enter the client's contact and regulatory information.

    The client's contact information in Portal.

  7. Continue to Configure Client Fees.

    Image of the configure client fees panel in the application process.

    • Annualized Percentage of Net Liquidation Value

    • Annualized Flat Fee

    • Percentage of P&L

    • Fee Per Trade Unit

    • Invoicing

    For more information on configuring client fees click here.

  8. Enter the Account Inheritance details.

    Image of the account inheritance details.

  9. Enter the Limited Supplemental Power of Attorney details.

    Image of the limited supplemental power of attorney in the application process.

  10. In the Application Status page you can fund the account, review any pending account information, and submit any supporting documentation.

    Image of the application status page in Portal.

 

Additional Resources

Learn About Broker Portal Client Applications at IBKR Campus

Visit the IBKR Broker Portal Website