Move My Account to a New Advisor
Instructions
Advisor clients can move their accounts from one advisor to another by request. Please keep in mind the following linking rules:
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Client and new FA must be the same entity.
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Client and new FA must have the same Pricing Structure (PRO/LITE).
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Client cannot have open Money Manager accounts.
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Client cannot move an account that has trading permissions for which the FA does not have sufficient trading experience.
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Client limits on the new FA cannot be exceeded.
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Moves to FAM and FAMILY OFFICE accounts require review and approval by IB.
To move your account from one advisor to another, follow the steps below.
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Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Configuration > Manage Account Linking.
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Click Move My Account to a New Advisor and press Continue.
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Enter the new Advisor's Account Number and Account Title.
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Sign the new agreements, including the Client Agreement, Advisor Agreement, and Designation Change Disclosure.
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Press Continue to save these changes.