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Client Accounts

This section details the steps that you will need to take to add client accounts, specify fees and configure trading permissions.

The following topics are included:

• Add Client Accounts by having your clients submit an application to IB.
• Specify Client Fees
• Set Trading Permissions
• View Client Account Funds Status
• Manage client accounts using the Dashboard
• Additional Advisor Authorizations
• Link Client Accounts

For more information

• To learn more about adding and configuring client accounts, see the Account Management Users' Guide.