Link All of My Existing Accounts Under a Single Username and Password

Observe these guidelines when linking accounts in this way:

• To request a link to an existing account, you must have an IBKR Secure Login System security device.
• The email addresses, account titles, tax IDs and physical addresses associated with the accounts you want to link must be the same.
• You must link ALL accounts associated with you. You cannot link a subset of accounts.
• Once the accounts have been linked, the unique usernames and passwords for the accounts to be linked with this account will no longer function. The username and password associated with your account will function for all linked accounts.
• Once the accounts have been linked, the highest level security device among the linked accounts will automatically become the active security device.
• If you begin a new account application for an existing matching account, you will be asked to link the accounts.
• Once the account has been linked, fees maybe debited from the account as specified by the Advisor or Broker and your current GTC orders will not be cancelled
• We will link these accounts every business day after 3 PM EST.

1. Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Configuration > Manage Account Linking

2. Click Link All of My Existing Accounts Under a Single Username and Password and select Continue

   

3. The Select Username screen opens.

   

4. The screen shows all of your accounts that can be linked under a single username and password. Select which username you want to keep. Once your accounts are linked, you will use the selected username to log in to any of the linked accounts.

5. The screen updates to display the security device for the selected username. Click Continue

6. A series of pages appears to prompt you to enter the username and password for each account to be linked, followed by additional authentication using your Secure Login device.

7. Enter the username, password and authentication values for each account to be linked on the next screens, clicking Continue to advance to the next screen.

8. We aggregate the financial information and trading experience info for all accounts to be linked. Verify your financial information and trading experience for the accounts to be linked, and then click Continue.

9. Verify your account information and click Continue

   • If you need to update your financial information, trading experience or account information, wait for those updates to be approved and then restart this linking procedure.

10. Verify any saved bank information you may have and click Continue

11. Click Continue

12. Click Ok

Once your accounts have been linked under your single username and password, you can perform Client Portal tasks for any linked account by logging into Client Portal under your username and password, then selecting one of the linked accounts.

To cancel your request, see Canceling a Pending Link Request.

After you have created a linked account, you can perform any action in Client Portal for that account as long as that account has a status of Open, such as modify trading permissions or transfer funds, by first selecting the linked account.

To perform an action for a linked account

1. Log into Client Portal with the single user name and password.
2. Select a linked account from the Account Selector.
   
   

Client Portal reloads with the selected linked account as the new active account.

3. Perform any action you wish for the selected account by selecting an item from the Client Portal menus.
4. To de-link a linked account, you must close the linked account. Select Settings > Trading and then click Close Account from the Configuration window and following the instructions on the screen.