Affiliate and Public Symbol Designation
Instructions
Update the regulatory affiliate information associated with your account by taking the steps outlined below.
To update your Affiliate Designation:
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Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Profile
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Select Affiliate and Public Symbol Designation and answer the prompted questions.
Note: If you select Yes to the first question Is the legal entity that owns the account publicly traded? Please answer “Yes” if any one or more of the following apply: click + Add Legal Entity and select the Legal Entity in question from the drop-down list to add the Legal Entity.
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Select Yes for any of the questions to add a stock.
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Once you select Yes select the + Add Individual option and then select the individual in question from the drop-down list and the symbol and select Search.
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Select the desired company from the search results and select Save.
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Once confirmed select close; repeat the process to add another stock.
To remove a company from an Individual or Entity
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Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Profile.
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Select Affiliate Designation and select the Company Name / ISIN to remove.
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Click Yes to confirm.
Additional Resources
Learn About the Advisor Portal Interface at IBKR Campus