Open Additional Account through an Application

Instructions

Brokers may open an additional account for their clients. Follow the steps below on how to do so.

  1. Click Menu in the top left corner > Home > Pending Applications tab.

  2. Under the Action column select Open

  3. Select Modify Application at the bottom of the page.

    Image of the modify application button in portal.

  4. On the Application Status Page, select Open an Additional Account.

    Image of the application status page

  5. Select the desired account type. Brokers will then be prompted to complete the missing portions of the new application.

 

Additional Resources

Learn About Broker Portal Client Applications at IBKR Campus

Visit the IBKR Broker Portal Website