Link My Existing Account to an Advisor/Broker

Instructions

You can move your entire account to an Advisor or a Broker.

The following rules apply to this type of linking:

  • You will transfer all of your cash and positions to an Advisor/Broker-managed account.
  • If you move your entire account to an Advisor, you will no longer be able to log into Trader Workstation (TWS), and your current market data subscriptions will be canceled.
  • If you move your entire account to a Broker, you will still be able to log into TWS and your current market data subscriptions will not be canceled.
  • Once your account has been moved, fees may be debited as specified by the Advisor or Broker.
  • Accounts are moved every business day after 3:00 PM EST.

  1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Configuration > Manage Account Linking.

  2. Click Link My Existing Account to an Advisor/Broker and press Continue

    The link my existing account to an Advisor/Broker panel in client portal.

  3. Enter the Account ID and Title of the Advisor or Broker account to which you want to link and press Continue.

    The link my Advisor/Broker information panel in client portal.

  4. Type your signature in the field provided in each of the agreements that appear. Click I Agree after singing each one.

  5. A message will be sent to the Advisor or Broker to inform them of your request. The Advisor or Broker must approve your request (in Pending Items) before your new linked account is open.


Standalone client accounts can link to FAM and Family Office master accounts. When they request a link to a master, account they will be presented with a questionnaire. Once the master account holder consents, the request will be reviewed.

This also applies to IBKR LLC Non-Professional Advisors.

To Request Linkage to a Family Office Account:

  1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Configuration > Manage Account Linking.

  2. Click Link My Existing Account to an Advisor/Broker and press Continue.

    The link my existing account to an Advisor/Broker panel in client portal.

  3. Enter the Account ID and Title of the Advisor or Broker account to which you want to link and press Continue.

    The link my Advisor/Broker information panel in client portal.

  4. Answer the following questionnaire then press Continue to sign and save.

    The manage account linking panel in client portal.

Criteria for Linking

  1. Linking clients must be family members , unless the link is for an IBLLC Non-Professional Advisor.

  2. Clients must agree that fees will not be charged, unless the link is for an IBLLC Non-Professional Advisor.

  3. Clients must provide a sufficient explanation for linking.

 

Additional Resources