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You are here: Settings > Account Settings > Configuration > Full Service

Full Service

Fully Disclosed Brokers can opt into this program to modify additional settings in the client account.

Brokers who are eligible for this feature are fully disclosed IBLLC-US from risk ranking countries having a value of 3 or 4.

To grant and view additional broker authorizations

  1. The broker goes to Settings > Account Settings.
  2. The Broker Portal Account Settings page appears.
  3. In the Configuration panel, click the Configure (gear) icon for Full Service.
  5. In the Full Service dialog box, check Enable Full Service and then click Save.

  1. Read through the Full Service Broker Agreement. Sign your name and then click Save.
  2. When you return to the Account Settings page, Full Service functionality is now enabled. Click the eye icon to view the settings.