If You Do Not Finish the New Account Application
Instructions
You can log out of the Account Application for the new linked account and finish it later by logging into Client Portal and accessing the Create Linked Account page.
- Click Settings > Trading > Link Account to Advisor/Broker/Administrator. The New page appears by default.
- Click Finish Application. The in-progress Account Application opens.
- Complete the Account Application for the new account.
When the new account is activated and open, it will be linked to your original account.
Additional Resources
Learn About the Client Portal Interface at IBKR Campus