Account Alias

Instructions

Account Alias lets you define an alias for your account. For example, you might want to define an account alias that is easier to remember than your account ID. If you are a master user, you can define an alias for any client or sub accounts that you manage. If you create an account alias, it will appear on your account statements.

  1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Configuration > Account Alias

    The account alias panel in broker portal.

  2. Type the account alias in the Account Alias field, then click Save.

    The pop-up window displays a confirmation message.

  3. Click Close. Your new Account Alias is now displayed.

 

Additional Resources

Learn About the Broker Portal Interface at IBKR Campus

Visit the IBKR Broker Portal Website

Navigate to Account Alias