Authorized Officer

Instructions

Implement an officer change request by selecting the Authorized Officer option.

  1. Click Settings > Account Settings > User & Access Rights.

  2. The Authorizers panel shows the users who are eligible to become the primary user on the account.

    Image of the authorized officer panel in portal.

  3. Configure an authorized officer by clicking the gear icon. You can view the current authorized officer or if a request is pending, the details of the pending change request.

    Image of the configure authorized officer in portal panel.

 

Additional Resources

Learn About Users & User Roles at IBKR Campus

Learn About Users & User Roles for Advisors at IBKR Campus

Visit the IBKR Client Portal Website

Log in to Users and Access Rights