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Link Existing Account

You can link your multiple accounts under a single username and password, including accounts that are managed by an Advisor or a Broker. Once these accounts are linked, you will be able to access Trader Workstation, WebTrader, IBKR mobile solutions and Account Management for any of the linked accounts using a single username and password. In addition, market data subscriptions are charged once for linked accounts rather than charged separately for each linked account (market data subscriptions are charged per terminal/computer).

In this topic:

• Rules for Linking Existing Accounts
• Link Existing Accounts

Rules for Linking Existing Accounts

Observe these guidelines when linking accounts in this way:

• To request a link to an existing account, you must have an IB Secure Login System security device.
• The email addresses, account titles, tax IDs and physical addresses associated with the accounts you want to link must be the same.
• You must link ALL accounts associated with you. You cannot link a subset of accounts.
• Once the accounts have been linked, the unique usernames and passwords for the accounts to be linked with this account will no longer function. The username and password associated with your account will function for all linked accounts.
• Once the accounts have been linked, the highest level security device among the linked accounts will automatically become the active security device.
• If you begin a new account application for an existing matching account, you will be asked to link the accounts.
• Once the account has been linked, fees maybe debited from the account as specified by the Advisor or Broker and your current GTC orders will not be cancelled
• We will link these accounts on Fridays.

Advisors and fully disclosed brokers can link existing individual and joint client accounts on the Manage Clients > Accounts > Link Existing Accounts page.

Link Existing Accounts

To link your account to an existing account

1. Click Settings > Account Settings.
2. In the Configuration panel, click the Configure (gear) icon for Create, Move, Link or Partition an Account.

   

3. Select the radio button next to Link All of My Existing Account Under a Single Username and Password, and then click CONTINUE.

   The Select Username screen opens.

   

4. The screen shows all of your accounts that can be linked under a single username and password. Select which username you want to keep. Once your accounts are linked, you will use the selected username to log in to any of the linked accounts.
5. The screen updates to display the security device for the selected username. Click CONTINUE.
6. A series of pages appears to prompt you to enter the username and password for each account to be linked, followed by additional authentication using your Secure Login device.
7. Enter the username, password and authentication values for each account to be linked on the next screens, clicking CONTINUE to advance to the next screen.
8. We aggregate the financial information and trading experience info for all accounts to be linked. Verify your financial information and trading experience for the accounts to be linked, and then click CONTINUE.
9. Verify your account information and click CONTINUE.
   • If you need to update your financial information, trading experience or account information, wait for those updates to be approved and then restart this linking procedure.
10. Verify any saved bank information you may have and click CONTINUE.
11. Click CONTINUE.
12. Click Ok.

    Once your accounts have been linked under your single username and password, you can perform Account Management tasks for any linked account by logging into Account Management under your username and password, then selecting one of the linked accounts.

To cancel your request, see Canceling a Pending Link Request.