Broker Client Approval

Instructions

When this setting is enabled, the Broker Master account must approve all client applications and options trading permissions.

To approve an item:

  1. Click Home > Client Pending Items in the top left corner to see all items.

    A icon will appear to the left of each item that you can approve. Click the Pending Additional Tasks button to Approve.

    Image of the client pending items in broker portal.

  2. The Client Information page will populate allowing you to Approve or Decline a request.

    Image of the broker client approval panel in broker portal.

 

Additional Resources

Learn About Broker Portal Client Applications at IBKR Campus

Visit the IBKR Broker Portal Website