Client Trading

Instructions

Advisors have the option to enable trading for all sub account. By default, your clients will not have access to trade unless the advisor has enabled trading for them.

To enable client trading:

  1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Client Settings > Client Trading.

    The configure client trading panel in advisor portal.

  2. Make a selection and click Continue.

 

Additional Resources

Learn About the Advisor Portal Interface at IBKR Campus

Visit the IBKR Advisor Portal Website