Rules for Linking IBLLC Accounts

Observe these guidelines when linking accounts in this way:

• To request a link to an existing account, you must have an IBKR Secure Login System security device.

• The email addresses, account titles, tax IDs and physical addresses associated with the accounts you want to link must be the same.

• You must link ALL accounts associated with you. You cannot link a subset of accounts.

• Once the accounts have been linked, the unique usernames and passwords for the accounts to be linked with this account will no longer function. The username and password associated with your account will function for all linked accounts.

• Once the accounts have been linked, the highest level security device among the linked accounts will automatically become the active security device.

• If you begin a new account application for an existing matching account, you will be asked to link the accounts.

• Once the account has been linked, fees maybe debited from the account as specified by the Advisor or Broker and your current GTC orders will not be cancelled

• We will link these accounts every business day after 3 PM EST.