Users
Instructions
The Users page lets you:
- View information about existing users
- Add users to an account
- Modify Portal access rights for existing users
- Add usernames to the primary account holder
- Delete users from an account
- Clone User
- Add a Security Officer
Who can access the Users & Access Rights screen?
All users and Security Officers can access this functionality.
Individual Account User Rules
The following rules and limitations apply to Individual accounts:
- Up to two usernames may be created for the same person.
- Up to 5 persons may be added with a Power of Attorney, which will be provided when adding users to an individual account.
- Individual Advisors may not add any persons other than themselves (they can have two usernames for themselves).
- Joint Accounts may add two usernames for each account holder.
- Trust accounts may add up to two usernames for each trustee.
Additional Resources
Learn About Users & User Roles at IBKR Campus
Learn About Users & User Roles for Advisors at IBKR Campus