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Electronic Broker Client Applications

As a Broker with an Interactive Brokers Advisor account, you can send email invitations to your fully disclosed clients, who then complete their account applications completely electronically.

To send an invitation to a client to start an electronic application

1. Log in to Account Management, and then click Manage Clients > Create and Link Accounts > Create > New.

The Add Client Account page opens.

2. Click Client Invitation for a Fully Electronic Application.

The Broker Client Invitation page opens.

3. Enter the name and email address of the applicant, then click Continue.
4. If you have created and saved a client account template, select it from the Client Account Templates list. Client account templates include a selected fee methodology, so you don’t have to specify fees if you use a client account template. This field does not appear if you do not have any saved client account templates.
5. Optionally, select a Registered Representative for the client account from the drop-down. A Registered Representative is a person who manages the relationship between a broker and his or her client(s). For more information, see Registered Representatives in the Account Management Users' Guide.

A confirmation page opens to inform you that the invitation has been sent to the applicant’s email address.

6. Click Continue.

An email is sent to the client, inviting him or her to complete an account application electronically.