• All Files

 

Adding IRA Trust Accounts

U.S. Advisors can add IRA Trust accounts as client accounts. An IRA Trust Account is an IRA account held at a designated Third Party Trustee.

Adding an IRA Trust Account requires the following steps:

1. Add a Third Party Custodian from the Investors' Marketplace > Advertise Services > Third Party Custodianpage in Account Management.
2. Complete a brief Third Party Custodian application.
3. Submit a letter or other form of documentation to Interactive Brokers that proves the relationship between the Advisor and the Third Party Custodian.
4. While IB approves the letter or documentation, the new Third Party Custodian appears in the list on the Third Party Custodian page.
5. Once the proof has been accepted by IB, send an invitation to an IRA Asset Trust client from the Manage Clients > Create and Link Accounts > Create > New page to start a fully electronic account application.