Create Linked Account Scenarios
Instructions
You can create new linked accounts in any of the scenarios listed below.
Individual or IRA Account Holder Creates New Linked Individual or IRA Account
In this scenario, an individual account holder creates a new linked Individual account for himself. For example, you might want to maintain two linked accounts for two different trading strategies.
Individual or IRA Account Holder Creates New Linked Joint Account
In this scenario, the account holder of the original Individual or IRA account becomes the primary user of the new Joint account. For example, John Smith has an Individual account and creates a new linked Joint account for his wife and himself. John will be the primary user of the new Joint account.
Joint Account Holder Creates New Linked Individual or IRA Account
In this scenario, either the primary or secondary user of the original Joint account becomes the account holder of the new Joint account. For example, John and Mary Smith have a Joint account. John creates a new linked Individual account for himself.
Joint Account Holder Creates New Linked Joint Account
In this scenario, the primary or secondary user of the original Joint account creates a new linked Joint account in which he or she is the primary user. The secondary user of the new Joint account is a new account applicant. For example, John and Mary Smith have a Joint account in which John is the primary user. John creates a new linked Joint account in which he will be the primary user but his brother James will be the secondary user.
Additional Resources
Learn About the Client Portal Interface at IBKR Campus