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Fully Electronic Account Application

As the Advisor, you initiate an email invitation to your potential client, who is then required to complete the application online.

To initiate a client invitation email

1. Log in to Account Management.
2. Click Manage Clients > Create and Link Accounts > Create > New.
3. Click Client Invitation in the Fully Electronic Application row.
4. Specify Client Fees for the new account, and enter the name and email of the potential client.
5. Click Continue to send the client application invitation.

An email invitation is sent to the client inviting them to apply for an account at IB, with a link to the application start page. The application will automatically be associated with your advisor account.