Manage Administrators
Instructions
Use this page to view, add, or remove Adminstrators to your account. Administrators are given access to your trading account through reporting functions, including Statements.
To add an Administrator by entering an account ID
-
Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Configuration > Manage Administrators.
-
Click the + icon to Add Administrator
-
Type the account ID of the Administrator you want to add in the field provided, then click Continue.
Your link request will be sent to the Administrator, and the Administrator will be listed in the Pending Administrator section of the Manage Administrators page. Once the Administrator accepts your request, he or she will be linked to your account, and you can assign client/fund/sub accounts to the Administrator.
To View Administrators
-
Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Configuration > Manage Administrators
-
Select the "i" icon to the left of the Administrator you would like to view.
Search For Administrators
Search for administrators by using the "Search" icon in the top right corner. You will be directed to the Administrator Marketplace.
Remove Administrators
Remove an administrator by selecting the x icon next to their name.
Additional Resources
Learn about Manage Administrators at IBKR Campus
Learn About the Broker Portal Interface at IBKR Campus