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Administrators

Administrators are users who have registered with Interactive Brokers for the purpose of performing third-party administration such as reporting for other accounts. Administrators open their own accounts and you can shop for Administrators in the Administrator Marketplace.

• An Administrator account applicant completes the Administrator registration process. Information entered into the application is added to the Administrator Marketplace upon account approval.
• The Administrator logs into Account Management and modifies his or her Marketplace information if necessary.
• You open the Administrator Marketplace in Account Management to search for an Administrator.
• You select an Administrator in the Marketplace and a request is sent to the Administrator.
• You can also link directly to a selected Administrator by entering the Administrator's account number.
• The Administrator is notified of the linking request and accepts (or rejects) the request in Account Management. Once accepted, the Administrator is linked to the requesting account.
• You assign client accounts to the linked Administrator.

For more information

• To learn more about Administrators, see Administrators in the Account Management Users' Guide.