Rules for Linking IBLLC Accounts

Observe these guidelines when linking accounts:

  • 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, their unique usernames and passwords will no longer function. The username and password associated with the 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 may be debited from the account as specified by the Advisor or Broker your current GTC orders will not be cancelled.

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