User Roles
Instructions
A user role contains a set of access rights to Portal functions. You can quickly assign access rights to new users by selecting an existing user role when you add the new users to your account. For example, you could create a user role that has access only to funding and reporting functions, then add a user to your account and assign the funding/reporting role to that new user.
The User Roles page lets you:
Who can access the Users & Access Rights screen?
All users and Security Officers can access this functionality.
Additional Resources
Learn About Users & User Roles at IBKR Campus
Learn About Users & User Roles for Advisors at IBKR Campus