Add, Edit, or Delete a Household

Instructions

  1. Click Menu in the top left corner > Administration & Tools > Groups & Households

  2. Click the Household tab

    Image of the group & households groups panel in portal.

  3. Click Create New Household in the top right corner of the page

    Image of the groups & households create a new household panel in portal.

  4. Enter a Household Name

  5. Click Add/Edit Group Members

    Image of the groups & households add/edit account(s) - household panel in portal.

  6. Use the account selector to add to the household group you are creating, then click ContinueImage of the groups & households select account(s) household panel in portal.

  7. The selection you made will be displayed

  8. Click the blue Save button to finish

Note: If you add an account and receive an error message, check the household requirements listed below.

Image of the group & households error message in portal.

Household Requirements

  • Accounts with the same last name and same home address

  • Account holders with a different last name, at the same home address with a dependent relationship

  • Organization accounts

    • Underlying organization is solely owned by or established for the benefit of the family members.

  • Trust accounts

    • Current trust beneficiary is the family

    • Accounts are not commingled and clients retain control and are responsible for their individual accounts whether it is part of a household or not.

Edit or Delete a Household

  1. Click Menu in the top left corner > Administration & Tools > Groups & Households > Household tab
  2. To edit a household, click the blue pencil edit icon next to an existing household.
  3. To delete a household, click the Image of the trash icon icon next to an existing household.

 

Additional Resources

Learn About Advisor Portal at IBKR Campus

Visit the IBKR Advisor Portal Website

Log in to Groups & Households