Add a Trading Partition

Instructions

The Add a Trading Partition page lets you create Sub Accounts to give authorized traders access to Trader Workstation and allow them to manage market data subscriptions in Portal.

To Add a Trading Account

  1. From the home Dashboard select the Add a Trading Partition button.

    Image of the add a trading partition button in portal.

  2. Enter the required information and click Continue.

    Image of the add authorized trader panel in portal.

  3. Create a username and password for the trader, then click Continue.

    Image of the add authorized trader user information panel in portal.

  4. You will be asked to review a Proof of Authority disclosure. Read the form carefully, then sign it by typing your name in the field provided.
  5. Click Continue.

 

Additional Resources

Learn About the Client Portal Interface at IBKR Campus

Visit the IBKR Client Portal Website