Client Security Tool for U.S. Professional Registered Advisors
Instructions
We have released the ability for U.S. Professional, registered advisors to provide certain clients with a temporary password. Eligible advisors can access the tool from the Support page in Advisor Portal. A detailed User Guide can be found by clicking the Help icon on the Client Security Tool page in Advisor Portal. Key points:
Note: This tool only supports password assistance. It does NOT allow for the advisor to provide security device assistance.
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Access Rights:
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By default, only the primary master user has the Client Security access right.
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Additional users will need to have the access right assigned. This right is located on the Client Management Access page in the User Configuration screens.
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Client Qualification:
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Clients must either have a verified mobile number or be enrolled in IB Key to qualify. Clients who are not eligible will be required to call in to IBKR for immediate assistance.
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Additional Resources
Learn About the Support Center at IBKR Campus