Add a Security Officer
Instructions
You can add Security Officers after your account is open by:
- Adding a new user to your account and designating that user as a Security Officer.
- Designating an existing user as a Security Officer by modifying the user's access rights.
- Sending a request to us. You can access the request form on the Help > Support Center > Paper Forms page of Portal.
Additional Resources
Learn About Users & User Roles at IBKR Campus
Learn About Users & User Roles for Advisors at IBKR Campus