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Semi-Electronic Advisor Client Applications

As a Registered Advisor with an Interactive Brokers Advisor account, you can add an account using a semi-electronic application. For this type of application, you complete the application electronically, print out a paper copy for the client to sign, then send the signed application to us for processing.

To start a semi-electronic application

1. Log in to Account Management, and then click Manage Clients > Create and Link Accounts > Create > New.

The Add Client Account page opens.

2. Click Electronic Client Application.
3. Select the type of client account you wish to open, then click Continue
4. The first page of the client application opens.
5. Follow the instructions on the screen to complete the electronic application.
6. When you have completed the electronic application process, print the completed application and send it to your client for his or her signature.