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Advertise Your Services

Advisors can market their services on the Advisor Marketplace. Once an advisor adds information to the Broker Marketplace, other IB customers can log into Account Management and browse the marketplace and either request that the advisor contact them or request that the advisor add them as a client.

The Advisor Marketplace lets you advertise your services as follows:

• Modify your contact information
• Add information about you and your business
• Review contact requests by potential clients
• Select whether or not you are open to new clients
• Add PDF documents to your marketplace entry
• Review PDF materials already posted to your marketplace entry
• Approve new client requests
• Add text-based articles to your marketplace entry

To join the Advisor Marketplace

1. In Account Management, click Investors' Marketplace > Advertise Services > Investing > Advisors.
2. An electronic agreement opens. Read the agreement, type your signature in the field provided, and then click Submit.
3. While you wait for us to approve the agreement, you can add information about yourself in the Upload Information Provided in Advisor Marketplace section, upload information or documents or add text-based articles. Your contact information is added in the Advisor Contact Information section automatically.
4. As soon as we approve your agreement, your information appears in the Advisor Marketplace and customers shopping for an advisor can request that you contact them or automatically add them as clients.