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Change Email Address

The Change Email Address screen lets you change your email address.

Who can access the Email Address screen?

You can access this screen if you are a(n):

• Individual, Joint, Trust or IRA Account User
• Small Business Account User
• Friends and Family Group Master or Client
• Advisor Master
• Advisor Client
• Proprietary Trading Group Master User
• Proprietary Trading Group Sub Account User
• Broker Master User
• Broker Fully Disclosed Client
• Investment Manager Master User
• Fund

To change your email address

1. Click Settings > User Settings.
2. If you manage or maintain multiple accounts, the Account Selector opens. Search for and select the account whose email address you want to change.
3. In the Communications panel, click the Configure (gear) icon for Change Email Address.
   

The Configure Email Address screen opens.

4. If you are enrolled in our Secure Login System, enter your new email address in both fields, and then click CONTINUE.

• Verify your identity by entering your username and password, and then click CONTINUE.
• Enter the security code from your Secure Login security device, and then click CONTINUE.
• Enter the confirmation number we sent to your new email address, and then click CONTINUE.
• Click Ok.
  Your request is submitted.

5. If you are NOT enrolled in our Secure Login System, you must first tell us if you still have access to your old (current) email address.

• If you still have access to this email address, click YES in the toggle switch.
• If you no longer have access to this email address, click NO in the toggle switch.
• Enter your new email address in both fields, and then click CONTINUE.
• If you selected YES, we send the confirmation number to your existing email address. Enter the confirmation number and then click CONTINUE.
• If you selected NO, you are prompted to enter your current password and your new email address. Click CONTINUE, and then enter the confirmation number we sent to your new email address. Click CONTINUE again, and then click Ok.
  After you submit your request, it must undergo an internal review at IB before the email change takes effect.

If you leave the screen before you confirm your new email address:

• The email change will become a pending item that can be completed later. Open Pending Items to find the pending request.
• If you come back to the Change Email Address screen, you will see the confirmation screen for your new email address.