Manage Households

Instructions

Households are groups with members that share the same residential address. Households have additional features that allow you to specify a head of household that has specialized permissions to run a statement and other limited functions.

Note: If you choose to specify a group as a household, you will only be able to add members that share the same address.

Interactive Brokers offers a service called "householding" that allows the primary user of the household to view reporting and account information of the other accounts in the household.

Please note that accounts linked within a household will remain separate, segregated client accounts. Householding simply allows the head of household read-only access to reporting and certain account information about accounts held by the rest of the household. The various members of the household retain control over and responsibility for their accounts, just as they did before they were added to the household.

Types of Account Eligible for Householding

The following types of accounts are eligible for householding:

  • Individual and Joint Accounts

  • Trust Accounts

  • UGMA/UTMA (Custodial Accounts)

  • Traditional, Roth, Rollover, Inherited, SEP IRA Accounts

 

Additional Resources

Learn About Broker Portal at IBKR Campus

Visit the IBKR Broker Portal Website

Log in to Groups & Households