Family Advisor Account - Interactive Brokers
An Interactive Brokers account structure designed for clients who manage 15 or fewer multiple accounts of varying types. Only Advisors who are exempt from registration are eligible to open …
Interactive Brokers
In addition to the information that you will need to complete the Friends and Family Group account application, you will be asked to provide the documents listed below.
Family Accounts | Interactive Brokers Ireland
The sub-accounts are limited to accounts held by family members or family-held investment vehicles. The master account HOF must be a natural person, may not be registered advisors …
Create Additional Account - IBKR Guides
Oct 20, 2025 · Create Additional Account Instructions US based Advisors can create additional accounts of different types for US based clients from either an existing client account or an …
Information for Individuals & Advisors - Interactive Brokers
Family Account For individuals benefiting from a power of attorney or trading authorization from close family members and wishing to trade multiple accounts from a single interface for close …
Advisor Account Checklist | Interactive Brokers LLC
Advisors who function as Wealth Managers select registered Money Managers and assign client accounts to them for trading purposes. Select Money Managers on the Money Managers …
Family Account | Interactive Brokers U.K. Limited
The sub-accounts are limited to accounts held by family members or family-held investment vehicles. The master account HOF must be a natural person, may not be registered advisors …
Add a Sub-Advisor Account - ibkrguides.com
Oct 3, 2025 · Note: Financial and trading criteria can be applied separately to the Master Advisor/Broker and Sub-Advisor accounts. The new Sub-Advisor will fill out the application. …
Non-Professional Advisors | Interactive Brokers LLC
Only Advisors who are exempt from registration and managing accounts on behalf of non-professional clients (such as family and/or friends) are eligible to open a Non-Professional …
What You Need for the Application - Interactive Brokers
What You Need - Documents (Family Advisor Applicants in the US) In addition to the information that you will need to complete the Family Advisor account application, you will be asked to …
Family Advisor | Interactive Brokers Australia Pty. Ltd.
Family Advisor Account Structure A master account linked to individual client accounts. The master account is used for fee collection and trade allocations (if permitted under relevant law …
Family Advisors - investors.interactivebrokers.com
Our Family Advisor Group Accounts provide easy management, trading and reporting for multiple accounts under a single login.