Partition Your Account

Instructions

You can choose to create a new account partition that will be managed by an Advisor or Broker. When you do this, you are essentially creating a parent-child account relationship. Your existing account becomes the "parent partition" and your new Advisor- or Broker-managed partition becomes the "child partition."

 

Additional Resources

Learn About the Client Portal Interface at IBKR Campus

Visit the IBKR Client Portal Website

Log in to Manage Account Linking