Start a Fully-Electronic Application

Instructions

If you are a Broker Master User you can invite your clients by email to submit account applications electronically..

Use Contacts to start a new Client application pre-populated with your Client’s data.

Click the Send Application Invite icon.

1. Click Menu in the top left corner > Home > select Add Account on the right side of the page > The Application Type page opens.

   

2. Click Fully Electronic Application, then Continue.

   The Client Invitation page opens.

3. Enter the Client's name and email address and click Continue.

   

4. To use a Client Fee Template:

   Click Yes

   Select a Fee Template and Effective Date > Press Continue

   

   A summary of the fee will populate below. Press Continue to save your changes.

   Click No

   Select the Fee Strategy from the drop-down menu

   • Do Not Charge Fees for Managing this Account - You choose not to charge your client a fee for services rendered.

   • Charge Fees for this Account Outside of IBKR - You choose to charge your Client a fee outside of IBKR.

   • Charge Fees or Managing this Account - You choose to have a calculated fee automatically billed to your Client's account with blanket Client authorization. Be aware that Automatic Billing is subject to certain caps and limitations.

   Brokers can choose one of several Client fee methods:

   • Annualized Percentage of Net Liquidation Value

   • Annualized Flat fee

   • Percentage of P&L

   • Fee Per Trade Unit

   • Invoicing

   For more information on configuring Client fees click here.

5. Review the invitation and click Continue to save.

   

6. An email is sent to the Client, inviting him or her to complete an account application electronically.

   

7. The Client clicks Start Electronic Application and continues. When finished, the Client will be asked to upload proof of ID and proof of address, sign the application electronically, and submit it for approval.

 

 

Additional Resources

Learn About Broker Portal Client Applications at IBKR Campus

Visit the IBKR Broker Portal Website